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
301
$1.13M 0.03%
6,302
-6,790
302
$1.12M 0.03%
19,551
-22,802
303
$1.11M 0.03%
19,415
-25,102
304
$1.11M 0.03%
8,938
-8,662
305
$1.1M 0.03%
10,677
-8,828
306
$1.1M 0.03%
15,396
-17,410
307
$1.09M 0.03%
18,419
-16,381
308
$1.09M 0.03%
13,696
-15,904
309
$1.07M 0.03%
10,766
-10,934
310
$1.07M 0.03%
53,615
-57,285
311
$1.07M 0.03%
33,783
-40,117
312
$1.07M 0.03%
5,555
-5,545
313
$1.07M 0.03%
11,676
-12,324
314
$1.07M 0.03%
9,900
-12,300
315
$1.07M 0.03%
6,964
-6,603
316
$1.06M 0.03%
6,994
-5,906
317
$1.05M 0.03%
4,884
-5,116
318
$1.05M 0.03%
7,974
-10,526
319
$1.05M 0.03%
11,002
-9,860
320
$1.04M 0.03%
11,989
-10,211
321
$1.04M 0.03%
15,150
-105,657
322
$1.04M 0.03%
2,297
-2,203
323
$1.03M 0.03%
16,488
-14,912
324
$1.03M 0.03%
11,620
-14,280
325
$1.02M 0.03%
34,385
-35,115
11 12
13
14 15