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
376
$1.23M 0.05%
13,000
377
$1.23M 0.05%
35,000
-10,000
378
$1.23M 0.05%
35,000
379
$1.22M 0.05%
5,300
380
$1.22M 0.05%
+14,000
381
$1.21M 0.05%
+35,000
382
$1.21M 0.05%
+14,000
383
$1.21M 0.05%
+17,000
384
$1.2M 0.05%
+7,000
385
$1.19M 0.04%
+9,000
386
$1.19M 0.04%
+5,500
387
$1.19M 0.04%
+14,000
388
$1.18M 0.04%
21,000
-10,000
389
$1.18M 0.04%
+27,000
390
$1.18M 0.04%
37,000
391
$1.14M 0.04%
22,000
392
$1.14M 0.04%
+37,000
393
$1.13M 0.04%
9,000
-8,000
394
$1.12M 0.04%
48,576
395
$1.09M 0.04%
+14,000
396
$1.09M 0.04%
14,000
397
$1.09M 0.04%
24,000
398
$1.09M 0.04%
22,000
399
$1.08M 0.04%
13,685
400
$1.08M 0.04%
12,000
-15,000
14 15
16
17 18