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
$3.1B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$9.74M
3 +$9.4M
4
ALL icon
Allstate
ALL
+$9.13M
5
AAPL icon
Apple
AAPL
+$8.78M

Top Sells

1 +$11.1M
2 +$8.64M
3 +$8.52M
4
APTV icon
Aptiv
APTV
+$6.87M
5
WMT icon
Walmart
WMT
+$6.85M

Sector Composition

1 Technology 17.68%
2 Financials 16.11%
3 Healthcare 14.49%
4 Consumer Discretionary 11.25%
5 Communication Services 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1.57M 0.05%
+15,268
377
$1.56M 0.05%
+23,000
378
$1.55M 0.05%
+5,800
379
$1.55M 0.05%
+60,000
380
$1.54M 0.05%
96,000
381
$1.54M 0.05%
+23,000
382
$1.54M 0.05%
+21,000
383
$1.53M 0.05%
21,000
384
$1.51M 0.05%
11,000
385
$1.51M 0.05%
+15,000
386
$1.51M 0.05%
9,000
387
$1.5M 0.05%
+12,000
388
$1.5M 0.05%
+10,000
389
$1.48M 0.05%
22,000
+1,000
390
$1.46M 0.05%
17,000
391
$1.45M 0.05%
11,000
392
$1.43M 0.05%
+36,000
393
$1.43M 0.05%
18,448
394
$1.4M 0.05%
+19,200
395
$1.4M 0.05%
13,000
396
$1.38M 0.04%
+15,000
397
$1.38M 0.04%
+8,000
398
$1.37M 0.04%
+20,000
399
$1.36M 0.04%
+47,000
400
$1.36M 0.04%
+36,400