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
376
$542K 0.02%
1,865
-782
377
$541K 0.02%
3,058
-1,320
378
$540K 0.02%
15,333
-3,908
379
$537K 0.02%
7,342
-4,892
380
$535K 0.02%
6,174
-2,223
381
$535K 0.02%
9,938
-4,070
382
$534K 0.02%
18,300
383
$529K 0.02%
5,000
384
$525K 0.02%
3,207
-843
385
$523K 0.02%
8,447
-3,410
386
$521K 0.02%
23,024
-6,816
387
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3,292
-970
388
$518K 0.02%
1,111
-496
389
$518K 0.02%
8,966
-4,592
390
$518K 0.02%
1,183
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391
$517K 0.02%
2,459
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392
$516K 0.02%
4,490
393
$514K 0.02%
4,067
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394
$514K 0.02%
3,558
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395
$513K 0.02%
1,957
396
$512K 0.02%
5,801
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397
$512K 0.02%
18,324
-8,307
398
$510K 0.02%
5,156
-2,816
399
$510K 0.02%
35,012
-13,754
400
$510K 0.02%
10,419
-3,054
14 15
16
17 18