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
$2.59B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.61M
3
+$6.39M
4
MSFT icon
Microsoft
MSFT
+$5.53M
5
TWTR
Twitter, Inc.
TWTR
+$5.07M

Top Sells

1
+$12.6M
2
+$10.3M
3
+$9.59M
4
XOM icon
Exxon Mobil
XOM
+$9.03M
5
HD icon
Home Depot
HD
+$8.36M

Sector Composition

1 Financials 15.67%
2 Technology 15.09%
3 Healthcare 13.73%
4 Consumer Staples 11.74%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.52M 0.06%
18,000
327
$1.52M 0.06%
8,500
328
$1.51M 0.06%
58,000
329
$1.51M 0.06%
10,000
330
$1.5M 0.06%
10,500
331
$1.5M 0.06%
30,000
332
$1.48M 0.06%
34,247
333
$1.48M 0.06%
31,000
334
$1.48M 0.06%
30,000
335
$1.47M 0.06%
24,760
336
$1.47M 0.06%
+19,000
337
$1.46M 0.06%
31,000
338
$1.45M 0.06%
36,740
339
$1.45M 0.06%
50,000
340
$1.41M 0.05%
+38,000
341
$1.4M 0.05%
+5,300
342
$1.4M 0.05%
35,000
343
$1.39M 0.05%
+36,000
344
$1.37M 0.05%
40,000
345
$1.36M 0.05%
+35,000
346
$1.36M 0.05%
18,000
347
$1.36M 0.05%
+33,000
348
$1.34M 0.05%
13,000
-20,000
349
$1.34M 0.05%
+40,000
350
$1.34M 0.05%
26,000
12 13
14
15 16