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
776
$272K 0.01%
2,265
+21
777
$271K 0.01%
6,642
-1,144
778
$270K 0.01%
10,453
+1,003
779
$270K 0.01%
+4,831
780
$270K 0.01%
7,420
781
$269K 0.01%
4,052
782
$265K 0.01%
6,194
-10,023
783
$265K 0.01%
+4,898
784
$264K 0.01%
+13,958
785
$262K 0.01%
446
+3
786
$260K 0.01%
6,641
+839
787
$259K 0.01%
4,691
788
$259K 0.01%
+4,602
789
$258K 0.01%
10,404
+40
790
$256K 0.01%
+3,128
791
$255K 0.01%
+207
792
$255K 0.01%
+8,942
793
$254K 0.01%
2,045
-65
794
$253K 0.01%
8,178
+1,517
795
$252K 0.01%
18,902
+5,299
796
$252K 0.01%
3,806
797
$250K 0.01%
6,598
+191
798
$249K 0.01%
7,039
+800
799
$249K 0.01%
2,081
+136
800
$248K 0.01%
+14,889
30 31
32
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