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
$2.82B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.93M
3
+$6.82M
4
GILD icon
Gilead Sciences
GILD
+$6.64M
5
DD icon
DuPont de Nemours
DD
+$6.45M

Top Sells

1
+$18.7M
2
+$10.2M
3
+$9.65M
4
ITUB icon
Itaú Unibanco
ITUB
+$8.27M
5
DD
Du Pont De Nemours E I
DD
+$8.07M

Sector Composition

1 Financials 17.33%
2 Technology 15.11%
3 Healthcare 14.08%
4 Consumer Discretionary 12.37%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.88M 0.07%
10,000
302
$1.88M 0.07%
3,000
303
$1.87M 0.07%
14,434
304
$1.87M 0.07%
31,950
305
$1.86M 0.07%
20,000
306
$1.86M 0.07%
21,000
307
$1.84M 0.07%
10,000
308
$1.84M 0.07%
46,000
309
$1.82M 0.06%
16,000
310
$1.82M 0.06%
54,000
311
$1.79M 0.06%
10,000
312
$1.79M 0.06%
128,000
313
$1.78M 0.06%
27,000
314
$1.78M 0.06%
21,000
315
$1.78M 0.06%
22,000
316
$1.74M 0.06%
21,000
317
$1.72M 0.06%
+32,000
318
$1.72M 0.06%
+85,561
319
$1.72M 0.06%
19,000
320
$1.71M 0.06%
18,000
321
$1.7M 0.06%
30,000
322
$1.7M 0.06%
7,500
323
$1.69M 0.06%
24,333
324
$1.69M 0.06%
22,000
325
$1.69M 0.06%
18,000
11 12
13
14 15