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
$2.72B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.14M
3
+$5.8M
4
AABA
Altaba Inc
AABA
+$5.56M
5
HON icon
Honeywell
HON
+$5.38M

Top Sells

1
+$14.4M
2
+$9.41M
3
+$8.78M
4
IBM icon
IBM
IBM
+$8.62M
5
DIS icon
Walt Disney
DIS
+$7.86M

Sector Composition

1 Financials 16.53%
2 Technology 14.32%
3 Healthcare 14.05%
4 Consumer Discretionary 12.75%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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