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
$2.33B
AUM Growth
-$636M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.93M
3
+$4.51M
4
VZ icon
Verizon
VZ
+$4.41M
5
EXC icon
Exelon
EXC
+$4.34M

Top Sells

1
+$12.3M
2
+$11.4M
3
+$7.25M
4
LIN icon
Linde
LIN
+$7.01M
5
MU icon
Micron Technology
MU
+$6.44M

Sector Composition

1 Technology 22.22%
2 Healthcare 15.42%
3 Financials 13.62%
4 Consumer Discretionary 11.79%
5 Communication Services 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.28M 0.06%
14,000
327
$1.27M 0.05%
75,000
328
$1.27M 0.05%
35,250
329
$1.27M 0.05%
40,352
330
$1.27M 0.05%
+23,000
331
$1.26M 0.05%
3,800
332
$1.26M 0.05%
23,000
333
$1.26M 0.05%
15,000
334
$1.26M 0.05%
26,000
335
$1.25M 0.05%
+80,100
336
$1.24M 0.05%
42,240
337
$1.24M 0.05%
+97,600
338
$1.23M 0.05%
6,500
339
$1.22M 0.05%
+11,000
340
$1.22M 0.05%
+8,700
341
$1.22M 0.05%
11,000
342
$1.22M 0.05%
+45,278
343
$1.21M 0.05%
+12,000
344
$1.21M 0.05%
+18,500
345
$1.2M 0.05%
11,000
346
$1.2M 0.05%
37,000
347
$1.19M 0.05%
+50,000
348
$1.19M 0.05%
12,000
349
$1.19M 0.05%
35,000
350
$1.19M 0.05%
17,000
12 13
14
15 16