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
$4.13B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$79.8M
3
+$46.6M
4
NVDA icon
NVIDIA
NVDA
+$40.8M
5
MA icon
Mastercard
MA
+$40M

Top Sells

1
+$32.6M
2
+$14.1M
3
+$10.3M
4
ABBV icon
AbbVie
ABBV
+$7.95M
5
JD icon
JD.com
JD
+$7.35M

Sector Composition

1 Technology 26.34%
2 Healthcare 16.55%
3 Financials 13.08%
4 Consumer Discretionary 13%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.31M 0.03%
13,800
-1,100
377
$1.3M 0.03%
17,100
-1,400
378
$1.29M 0.03%
7,100
-600
379
$1.29M 0.03%
35,100
-2,900
380
$1.29M 0.03%
21,300
-1,700
381
$1.29M 0.03%
28,700
-2,300
382
$1.27M 0.03%
1,300
-100
383
$1.26M 0.03%
5,000
-400
384
$1.26M 0.03%
34,200
-2,800
385
$1.25M 0.03%
46,200
-3,800
386
$1.25M 0.03%
10,200
-800
387
$1.24M 0.03%
24,000
-2,000
388
$1.23M 0.03%
12,900
-1,100
389
$1.22M 0.03%
10,600
-900
390
$1.2M 0.03%
6,900
-600
391
$1.2M 0.03%
16,263
-1,287
392
$1.19M 0.03%
15,700
-1,300
393
$1.19M 0.03%
57,300
-4,700
394
$1.16M 0.03%
5,800
-500
395
$1.16M 0.03%
4,200
-300
396
$1.16M 0.03%
89,600
-8,000
397
$1.16M 0.03%
63,800
-5,200
398
$1.15M 0.03%
12,900
-1,100
399
$1.15M 0.03%
14,300
-1,200
400
$1.14M 0.03%
23,385
-5,615
14 15
16
17 18