BF

BOK Financial Portfolio holdings

AUM $6.65B
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.11B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$30.9M
3
+$10.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.08M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.04M

Top Sells

1
+$24.3M
2
+$12.8M
3
+$4.03M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.02M
5
FE icon
FirstEnergy
FE
+$3.99M

Sector Composition

1 Technology 15.66%
2 Healthcare 9.5%
3 Energy 9.38%
4 Financials 7.84%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$205K ﹤0.01%
1,494
652
$202K ﹤0.01%
1,961
653
$202K ﹤0.01%
4,069
+205
654
$202K ﹤0.01%
3,994
+3,365
655
$201K ﹤0.01%
1,096
+85
656
$201K ﹤0.01%
+1,831
657
$201K ﹤0.01%
8,704
+8,334
658
$200K ﹤0.01%
4,704
659
$198K ﹤0.01%
927
+3
660
$198K ﹤0.01%
1,643
+80
661
$196K ﹤0.01%
+4,149
662
$196K ﹤0.01%
+2,710
663
$195K ﹤0.01%
1,550
+18
664
$193K ﹤0.01%
974
-14
665
$192K ﹤0.01%
3,911
-38,838
666
$190K ﹤0.01%
+6,538
667
$189K ﹤0.01%
+27,298
668
$188K ﹤0.01%
+4,000
669
$187K ﹤0.01%
2,395
+1,715
670
$186K ﹤0.01%
12,000
671
$185K ﹤0.01%
2,862
672
$183K ﹤0.01%
2,548
673
$183K ﹤0.01%
+5,492
674
$180K ﹤0.01%
3,122
+876
675
$175K ﹤0.01%
5,418
+16
25 26
27
28 29