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
826
$219K 0.01%
3,332
-7,338
827
$218K 0.01%
+1,000
828
$218K 0.01%
4,611
829
$217K 0.01%
8,982
-608
830
$215K 0.01%
5,469
831
$213K 0.01%
+4,204
832
$211K 0.01%
+11,058
833
$210K 0.01%
+1,828
834
$210K 0.01%
+8,102
835
$209K 0.01%
4,013
836
$209K 0.01%
6,878
837
$208K 0.01%
3,740
838
$207K 0.01%
1,578
-1,023
839
$205K 0.01%
10,665
-318
840
$204K 0.01%
+3,735
841
$204K 0.01%
+3,404
842
$203K 0.01%
+1,653
843
$203K 0.01%
11,643
+1,231
844
$202K 0.01%
14,415
845
$200K 0.01%
7,400
846
$200K 0.01%
1,449
+60
847
$198K 0.01%
2,500
848
$193K 0.01%
34,810
+1,915
849
$192K 0.01%
12,408
+1,843
850
$183K 0.01%
10,637
32 33
34
35 36