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
276
$2.02M 0.08%
9,000
-6,000
277
$2.01M 0.08%
80,000
278
$2M 0.08%
16,000
-2,000
279
$1.98M 0.08%
+34,636
280
$1.98M 0.08%
+27,000
281
$1.98M 0.08%
42,000
282
$1.98M 0.08%
40,000
283
$1.98M 0.08%
+45,634
284
$1.97M 0.08%
55,000
285
$1.96M 0.08%
+96,000
286
$1.96M 0.08%
38,000
287
$1.93M 0.07%
+43,659
288
$1.92M 0.07%
23,503
289
$1.89M 0.07%
200,000
290
$1.89M 0.07%
8,500
291
$1.86M 0.07%
+23,000
292
$1.86M 0.07%
25,000
293
$1.85M 0.07%
+20,000
294
$1.84M 0.07%
19,000
295
$1.84M 0.07%
31,000
296
$1.83M 0.07%
+57,088
297
$1.83M 0.07%
+24,000
298
$1.82M 0.07%
23,000
-16,000
299
$1.81M 0.07%
18,000
300
$1.79M 0.07%
+15,132
10 11
12
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