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
351
$1.33M 0.05%
+99,290
352
$1.33M 0.05%
43,750
353
$1.32M 0.05%
19,000
354
$1.31M 0.05%
+30,000
355
$1.29M 0.05%
+48,576
356
$1.28M 0.05%
+24,000
357
$1.28M 0.05%
35,000
358
$1.28M 0.05%
105,000
359
$1.25M 0.05%
54,000
360
$1.24M 0.05%
+35,000
361
$1.22M 0.05%
37,000
362
$1.21M 0.05%
+23,000
363
$1.2M 0.05%
22,000
-3,000
364
$1.2M 0.05%
44,000
365
$1.19M 0.05%
+13,685
366
$1.19M 0.05%
13,000
367
$1.19M 0.05%
+23,000
368
$1.13M 0.04%
+16,800
369
$1.13M 0.04%
19,000
370
$1.12M 0.04%
+22,000
371
$1.11M 0.04%
14,000
-121,000
372
$1.11M 0.04%
9,000
373
$1.1M 0.04%
+22,230
374
$1.1M 0.04%
24,000
-158,000
375
$1.09M 0.04%
+25,000
13 14
15
16 17