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
$3.3B
AUM Growth
-$823M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.7M
3
+$11.8M
4
LLY icon
Eli Lilly
LLY
+$7.12M
5
NOW icon
ServiceNow
NOW
+$6.91M

Top Sells

1
+$87.7M
2
+$53.8M
3
+$52.6M
4
AMZN icon
Amazon
AMZN
+$40.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.1M

Sector Composition

1 Technology 26.71%
2 Healthcare 18.06%
3 Financials 14.94%
4 Consumer Discretionary 11.58%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.25M 0.04%
6,203
-5,797
277
$1.24M 0.04%
20,611
-10,143
278
$1.24M 0.04%
3,269
-3,731
279
$1.24M 0.04%
24,853
-309,781
280
$1.24M 0.04%
7,121
-7,848
281
$1.24M 0.04%
34,290
-36,010
282
$1.24M 0.04%
5,810
-5,970
283
$1.21M 0.04%
24,044
-28,256
284
$1.2M 0.04%
13,999
-14,601
285
$1.18M 0.04%
30,525
-34,537
286
$1.18M 0.04%
6,957
-7,643
287
$1.17M 0.04%
28,324
-29,876
288
$1.17M 0.04%
20,089
-28,011
289
$1.17M 0.04%
6,300
-6,735
290
$1.17M 0.04%
7,946
-7,754
291
$1.16M 0.04%
17,911
-18,189
292
$1.16M 0.04%
7,204
-5,696
293
$1.16M 0.04%
34,496
-34,804
294
$1.14M 0.03%
6,730
-7,646
295
$1.14M 0.03%
+10,947
296
$1.14M 0.03%
12,347
-15,129
297
$1.13M 0.03%
15,542
-17,758
298
$1.13M 0.03%
60,371
+11,371
299
$1.13M 0.03%
5,357
-5,907
300
$1.13M 0.03%
7,371
-8,929
10 11
12
13 14