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
$2.34B
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.8M
3
+$11.3M
4
OXY icon
Occidental Petroleum
OXY
+$10.8M
5
GPN icon
Global Payments
GPN
+$10.7M

Top Sells

1
+$50.4M
2
+$42.4M
3
+$27.1M
4
ABT icon
Abbott
ABT
+$26.9M
5
AAPL icon
Apple
AAPL
+$22.6M

Sector Composition

1 Technology 26.32%
2 Healthcare 17.11%
3 Financials 13.71%
4 Consumer Discretionary 11.38%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$651K 0.03%
5,667
-2,392
327
$651K 0.03%
7,933
-3,774
328
$647K 0.03%
13,656
-4,371
329
$645K 0.03%
5,265
-1,344
330
$643K 0.03%
7,227
-3,218
331
$641K 0.03%
7,995
-3,843
332
$640K 0.03%
16,716
-8,713
333
$637K 0.03%
15,625
-6,615
334
$636K 0.03%
7,850
-3,804
335
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3,087
-913
336
$634K 0.03%
3,630
-48,396
337
$633K 0.03%
10,680
338
$622K 0.03%
3,564
-1,600
339
$622K 0.03%
10,901
-3,914
340
$619K 0.03%
4,880
-1,574
341
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10,564
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342
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2,159
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343
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5,541
-2,355
344
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5,276
-2,245
345
$609K 0.03%
8,129
-3,593
346
$608K 0.03%
3,948
-2,059
347
$606K 0.03%
6,938
-3,144
348
$604K 0.03%
13,370
-5,167
349
$597K 0.03%
1,870
-700
350
$594K 0.03%
8,400
-2,600
12 13
14
15 16