B

BP Portfolio holdings

AUM $15.9M
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
+23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.93M
3
+$6.82M
4
GILD icon
Gilead Sciences
GILD
+$6.64M
5
DD icon
DuPont de Nemours
DD
+$6.45M

Top Sells

1
+$18.7M
2
+$10.2M
3
+$9.65M
4
ITUB icon
Itaú Unibanco
ITUB
+$8.27M
5
DD
Du Pont De Nemours E I
DD
+$8.07M

Sector Composition

1 Financials 17.33%
2 Technology 15.11%
3 Healthcare 14.08%
4 Consumer Discretionary 12.37%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.14M 0.11%
50,000
227
$3.1M 0.11%
48,000
228
$3.1M 0.11%
21,000
229
$3.08M 0.11%
50,000
230
$3.08M 0.11%
48,000
231
$3.04M 0.11%
12,500
232
$2.98M 0.11%
108,000
233
$2.98M 0.11%
17,000
234
$2.97M 0.11%
20,000
235
$2.97M 0.11%
+61,500
236
$2.95M 0.1%
54,912
237
$2.95M 0.1%
27,000
238
$2.93M 0.1%
62,000
239
$2.92M 0.1%
86,000
240
$2.9M 0.1%
+45,000
241
$2.9M 0.1%
36,000
-30,000
242
$2.88M 0.1%
9,000
243
$2.87M 0.1%
62,000
244
$2.85M 0.1%
32,000
245
$2.81M 0.1%
45,000
246
$2.81M 0.1%
24,720
247
$2.79M 0.1%
93,000
248
$2.76M 0.1%
42,336
249
$2.74M 0.1%
17,000
250
$2.73M 0.1%
42,000
8 9
10
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