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
$3.01B
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.43M
3
+$5.39M
4
AMGN icon
Amgen
AMGN
+$5.03M
5
GME icon
GameStop
GME
+$4.69M

Top Sells

1
+$8.71M
2
+$7.96M
3
+$7.34M
4
PEP icon
PepsiCo
PEP
+$6.55M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$6.05M

Sector Composition

1 Energy 18.52%
2 Financials 8.68%
3 Industrials 8.49%
4 Healthcare 8.36%
5 Technology 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$369K 0.01%
7,535
702
$368K 0.01%
13,575
-980
703
$368K 0.01%
3,410
+39
704
$368K 0.01%
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705
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12,220
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706
$366K 0.01%
+2,465
707
$364K 0.01%
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708
$360K 0.01%
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-3,714
709
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710
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6,658
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711
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88,896
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712
$356K 0.01%
6,643
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713
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20,920
-6,360
714
$354K 0.01%
10,115
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715
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718
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719
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24,481
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720
$349K 0.01%
36,203
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$349K 0.01%
8,297
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$348K 0.01%
26,166
-36
723
$348K 0.01%
6,087
-11,559
724
$348K 0.01%
7,912
725
$344K 0.01%
3,248
27 28
29
30 31