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
351
$592K 0.03%
28,682
-9,355
352
$589K 0.03%
6,786
-2,106
353
$588K 0.03%
2,584
-1,183
354
$588K 0.03%
7,527
-2,628
355
$586K 0.03%
1,954
-745
356
$579K 0.02%
6,796
-2,495
357
$577K 0.02%
4,557
-1,454
358
$577K 0.02%
28,627
-10,169
359
$577K 0.02%
3,992
-1,654
360
$576K 0.02%
1,127
361
$573K 0.02%
24,776
-9,894
362
$572K 0.02%
3,288
-1,467
363
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3,160
-1,268
364
$566K 0.02%
7,894
-3,669
365
$564K 0.02%
12,299
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366
$560K 0.02%
9,564
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367
$560K 0.02%
6,844
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368
$555K 0.02%
4,629
-2,080
369
$552K 0.02%
10,295
370
$552K 0.02%
2,824
-1,249
371
$550K 0.02%
16,522
-8,423
372
$548K 0.02%
2,982
-1,018
373
$547K 0.02%
5,501
-2,441
374
$545K 0.02%
1,694
-611
375
$543K 0.02%
1,718
-579
13 14
15
16 17