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
801
$247K 0.01%
44,251
-4,150
802
$247K 0.01%
4,500
803
$246K 0.01%
19,412
-232
804
$244K 0.01%
3,144
+177
805
$244K 0.01%
5,706
-27
806
$242K 0.01%
4,868
-22,909
807
$239K 0.01%
+2,264
808
$238K 0.01%
+3,184
809
$238K 0.01%
24,902
-854
810
$238K 0.01%
+3,497
811
$231K 0.01%
2,369
+21
812
$231K 0.01%
+1,548
813
$230K 0.01%
2,087
-274
814
$227K 0.01%
+8,264
815
$227K 0.01%
6,231
-66
816
$227K 0.01%
+6,683
817
$226K 0.01%
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818
$225K 0.01%
3,222
-794
819
$225K 0.01%
+24
820
$224K 0.01%
2,822
-31
821
$223K 0.01%
27,940
-2,327
822
$223K 0.01%
2,106
-411
823
$222K 0.01%
2,811
824
$221K 0.01%
10,807
+296
825
$220K 0.01%
4,203
+388
31 32
33
34 35