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B

BP Portfolio holdings

AUM $17.7M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.63M
3
+$7.3M
4
HIG icon
Hartford Financial Services
HIG
+$7.11M
5
MCD icon
McDonald's
MCD
+$5.84M

Top Sells

1
+$46.7M
2
+$13.8M
3
+$13.2M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$11M
5
PFE icon
Pfizer
PFE
+$10.3M

Sector Composition

1 Financials 15.41%
2 Healthcare 15.36%
3 Consumer Staples 13.97%
4 Technology 12.64%
5 Consumer Discretionary 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-52,000
302
– –
-27,000
303
– –
-291,828
304
– –
-30,000
305
– –
-172,000
306
– –
-35,000
307
– –
-100,000
308
– –
-1,762,400
309
– –
-10,000
310
– –
-77,000
9 10 11 12
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