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
$2.34B
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.8M
3
+$11.3M
4
OXY icon
Occidental Petroleum
OXY
+$10.8M
5
GPN icon
Global Payments
GPN
+$10.7M

Top Sells

1
+$50.4M
2
+$42.4M
3
+$27.1M
4
ABT icon
Abbott
ABT
+$26.9M
5
AAPL icon
Apple
AAPL
+$22.6M

Sector Composition

1 Technology 26.32%
2 Healthcare 17.11%
3 Financials 13.71%
4 Consumer Discretionary 11.38%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$960K 0.04%
5,654
-2,425
252
$953K 0.04%
4,074
-1,693
253
$951K 0.04%
11,237
-5,204
254
$943K 0.04%
31,230
-16,107
255
$935K 0.04%
6,832
-2,963
256
$934K 0.04%
5,084
-2,054
257
$924K 0.04%
11,891
-3,986
258
$923K 0.04%
9,660
-3,380
259
$920K 0.04%
7,056
-3,137
260
$920K 0.04%
13,890
-5,168
261
$918K 0.04%
10,703
-4,552
262
$917K 0.04%
14,832
-5,652
263
$913K 0.04%
659
-255
264
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2,931
-1,432
265
$893K 0.04%
5,966
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266
$891K 0.04%
11,068
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267
$891K 0.04%
4,109
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268
$891K 0.04%
2,795
-1,221
269
$888K 0.04%
10,685
-4,170
270
$877K 0.04%
7,270
-3,593
271
$875K 0.04%
19,150
-8,348
272
$865K 0.04%
4,147
-1,600
273
$857K 0.04%
32,300
-13,709
274
$855K 0.04%
14,035
-6,156
275
$852K 0.04%
3,458
-1,436
9 10
11
12 13