B

BP Portfolio holdings

AUM $16.9M
1-Year Est. Return 41.46%
This Quarter Est. Return
1 Year Est. Return
+41.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
-$636M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.93M
3
+$4.51M
4
VZ icon
Verizon
VZ
+$4.41M
5
EXC icon
Exelon
EXC
+$4.34M

Top Sells

1
+$12.3M
2
+$11.4M
3
+$7.25M
4
LIN icon
Linde
LIN
+$7.01M
5
MU icon
Micron Technology
MU
+$6.44M

Sector Composition

1 Technology 22.22%
2 Healthcare 15.42%
3 Financials 13.62%
4 Consumer Discretionary 11.79%
5 Communication Services 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.82M 0.08%
74,000
252
$1.82M 0.08%
+25,000
253
$1.81M 0.08%
116,000
254
$1.81M 0.08%
40,000
-3,000
255
$1.81M 0.08%
+34,500
256
$1.81M 0.08%
12,000
257
$1.8M 0.08%
76,900
258
$1.79M 0.08%
+22,090
259
$1.78M 0.08%
32,000
260
$1.77M 0.08%
25,000
261
$1.76M 0.08%
24,000
262
$1.74M 0.07%
+30,000
263
$1.73M 0.07%
2,500
264
$1.71M 0.07%
130,000
265
$1.7M 0.07%
29,000
266
$1.7M 0.07%
31,000
267
$1.7M 0.07%
120,000
268
$1.68M 0.07%
+13,000
269
$1.68M 0.07%
13,000
270
$1.67M 0.07%
20,000
271
$1.67M 0.07%
30,900
272
$1.66M 0.07%
23,000
273
$1.65M 0.07%
+22,000
274
$1.65M 0.07%
+12,000
275
$1.61M 0.07%
47,600
9 10
11
12 13