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
$2.66B
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.46M
3
+$6.31M
4
GM icon
General Motors
GM
+$6.27M
5
MCD icon
McDonald's
MCD
+$5.97M

Top Sells

1
+$11M
2
+$9.71M
3
+$9.05M
4
THS icon
Treehouse Foods
THS
+$8.28M
5
TSN icon
Tyson Foods
TSN
+$7.77M

Sector Composition

1 Financials 19.45%
2 Technology 15.11%
3 Healthcare 11.01%
4 Communication Services 10.36%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.49M 0.06%
6,000
352
$1.49M 0.06%
26,000
353
$1.49M 0.06%
+20,000
354
$1.49M 0.06%
+16,000
355
$1.46M 0.06%
21,000
356
$1.41M 0.05%
35,000
357
$1.4M 0.05%
+21,000
358
$1.38M 0.05%
66,000
359
$1.37M 0.05%
19,000
360
$1.36M 0.05%
18,000
361
$1.36M 0.05%
38,000
362
$1.35M 0.05%
35,000
363
$1.34M 0.05%
10,000
364
$1.34M 0.05%
23,000
365
$1.33M 0.05%
54,000
366
$1.33M 0.05%
22,000
367
$1.33M 0.05%
+47,000
368
$1.32M 0.05%
+30,000
369
$1.31M 0.05%
42,000
-108,000
370
$1.31M 0.05%
36,740
371
$1.29M 0.05%
34,247
372
$1.26M 0.05%
50,000
373
$1.25M 0.05%
+43,500
374
$1.24M 0.05%
30,000
375
$1.24M 0.05%
10,500
13 14
15
16 17