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
276
$849K 0.04%
14,009
-5,680
277
$848K 0.04%
5,681
-1,860
278
$835K 0.04%
560
-255
279
$822K 0.04%
12,486
-5,518
280
$820K 0.04%
5,668
-2,409
281
$819K 0.04%
5,039
-1,652
282
$814K 0.03%
10,530
-3,350
283
$813K 0.03%
4,349
-1,885
284
$812K 0.03%
3,329
-1,636
285
$806K 0.03%
1,245
286
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17,879
-7,905
287
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2,746
-1,176
288
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10,030
-3,885
289
$782K 0.03%
5,008
-2,230
290
$776K 0.03%
9,370
-4,180
291
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9,487
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292
$772K 0.03%
8,543
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293
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20,185
-7,219
294
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11,840
-4,519
295
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2,205
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296
$764K 0.03%
9,922
-4,210
297
$761K 0.03%
18,627
-8,487
298
$757K 0.03%
3,695
-1,630
299
$746K 0.03%
6,016
-1,721
300
$745K 0.03%
5,582
-2,413
10 11
12
13 14