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
$2.59B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.61M
3
+$6.39M
4
MSFT icon
Microsoft
MSFT
+$5.53M
5
TWTR
Twitter, Inc.
TWTR
+$5.07M

Top Sells

1
+$12.6M
2
+$10.3M
3
+$9.59M
4
XOM icon
Exxon Mobil
XOM
+$9.03M
5
HD icon
Home Depot
HD
+$8.36M

Sector Composition

1 Financials 15.67%
2 Technology 15.09%
3 Healthcare 13.73%
4 Consumer Staples 11.74%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.42M 0.09%
100,000
252
$2.4M 0.09%
40,000
253
$2.39M 0.09%
27,000
254
$2.35M 0.09%
38,000
255
$2.34M 0.09%
60,000
256
$2.32M 0.09%
31,950
257
$2.32M 0.09%
17,000
258
$2.31M 0.09%
40,000
259
$2.31M 0.09%
33,000
+2,000
260
$2.27M 0.09%
16,500
261
$2.24M 0.09%
42,480
-14,868
262
$2.21M 0.09%
18,000
263
$2.21M 0.09%
28,000
-14,000
264
$2.21M 0.09%
19,000
+4,000
265
$2.2M 0.08%
20,000
266
$2.17M 0.08%
32,000
267
$2.17M 0.08%
40,000
-4,000
268
$2.16M 0.08%
+62,586
269
$2.15M 0.08%
27,025
270
$2.13M 0.08%
17,000
271
$2.1M 0.08%
27,000
272
$2.08M 0.08%
31,992
273
$2.04M 0.08%
+26,000
274
$2.04M 0.08%
30,000
275
$2.02M 0.08%
+28,000
9 10
11
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