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
$3.27B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.27M
3
+$6.15M
4
UNM icon
Unum
UNM
+$5.86M
5
BBY icon
Best Buy
BBY
+$5.56M

Top Sells

1
+$10M
2
+$8.06M
3
+$6.99M
4
SBUX icon
Starbucks
SBUX
+$6.93M
5
SCHW icon
Charles Schwab
SCHW
+$6.9M

Sector Composition

1 Technology 18.72%
2 Financials 16.14%
3 Healthcare 15.68%
4 Consumer Discretionary 10.78%
5 Industrials 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.72M 0.05%
23,000
352
$1.71M 0.05%
+23,000
353
$1.7M 0.05%
42,000
354
$1.69M 0.05%
50,000
355
$1.68M 0.05%
32,000
356
$1.68M 0.05%
17,000
357
$1.67M 0.05%
+38,000
358
$1.66M 0.05%
+17,000
359
$1.66M 0.05%
+24,000
360
$1.66M 0.05%
33,000
361
$1.61M 0.05%
+24,225
362
$1.61M 0.05%
+15,800
363
$1.61M 0.05%
22,000
364
$1.6M 0.05%
20,000
-2,000
365
$1.59M 0.05%
8,000
366
$1.59M 0.05%
24,000
+2,000
367
$1.59M 0.05%
23,000
368
$1.59M 0.05%
+35,000
369
$1.58M 0.05%
30,000
370
$1.58M 0.05%
60,000
371
$1.56M 0.05%
21,000
+1,800
372
$1.54M 0.05%
+21,000
373
$1.54M 0.05%
21,000
374
$1.54M 0.05%
5,800
375
$1.54M 0.05%
21,000
13 14
15
16 17