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
$2.64B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14.6M
3
+$12.2M
4
LOW icon
Lowe's Companies
LOW
+$8.96M
5
HD icon
Home Depot
HD
+$7.93M

Top Sells

1
+$10.6M
2
+$10.6M
3
+$8.91M
4
XYL icon
Xylem
XYL
+$8.17M
5
WDC icon
Western Digital
WDC
+$7.92M

Sector Composition

1 Financials 16.49%
2 Technology 15.74%
3 Healthcare 13.03%
4 Communication Services 11.36%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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408
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-65,747
424
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425
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15 16
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