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
251
$2.73M 0.1%
75,000
-66,000
252
$2.7M 0.1%
41,000
253
$2.7M 0.1%
42,000
254
$2.62M 0.09%
80,000
255
$2.6M 0.09%
47,000
+21,000
256
$2.55M 0.09%
57,088
257
$2.54M 0.09%
28,000
258
$2.51M 0.09%
40,000
259
$2.49M 0.09%
45,000
260
$2.48M 0.09%
+41,418
261
$2.46M 0.09%
88,000
262
$2.45M 0.09%
21,000
263
$2.44M 0.09%
65,000
-118,000
264
$2.43M 0.09%
30,000
265
$2.42M 0.09%
34,000
266
$2.42M 0.09%
40,000
267
$2.35M 0.08%
20,000
268
$2.34M 0.08%
+27,000
269
$2.33M 0.08%
+15,000
270
$2.33M 0.08%
21,000
271
$2.33M 0.08%
33,000
272
$2.31M 0.08%
+63,000
273
$2.31M 0.08%
+17,500
274
$2.3M 0.08%
25,000
-26,000
275
$2.29M 0.08%
122,000
9 10
11
12 13