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
676
$175K ﹤0.01%
3,000
677
$175K ﹤0.01%
1,681
+373
678
$175K ﹤0.01%
2,100
679
$172K ﹤0.01%
+7,693
680
$172K ﹤0.01%
13,181
+1,692
681
$172K ﹤0.01%
886
+85
682
$171K ﹤0.01%
3,975
+2,175
683
$170K ﹤0.01%
2,201
-5
684
$169K ﹤0.01%
1,560
-208
685
$168K ﹤0.01%
2,174
-14
686
$166K ﹤0.01%
845
-71
687
$163K ﹤0.01%
3,036
688
$161K ﹤0.01%
3,697
+742
689
$161K ﹤0.01%
14,525
690
$160K ﹤0.01%
2,009
-88
691
$160K ﹤0.01%
+994
692
$158K ﹤0.01%
1,438
-59
693
$157K ﹤0.01%
957
694
$157K ﹤0.01%
28,136
695
$156K ﹤0.01%
1,614
-41,655
696
$154K ﹤0.01%
36,763
697
$153K ﹤0.01%
2,416
-965
698
$153K ﹤0.01%
6,287
-601
699
$152K ﹤0.01%
+2,569
700
$151K ﹤0.01%
1,479
-54
26 27
28
29 30