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
$2.41B
AUM Growth
-$858M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.5M
3
+$8.87M
4
DIS icon
Walt Disney
DIS
+$7.02M
5
LW icon
Lamb Weston
LW
+$6.55M

Top Sells

1
+$20M
2
+$16.3M
3
+$14.5M
4
AMZN icon
Amazon
AMZN
+$12.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$11.2M

Sector Composition

1 Technology 17.5%
2 Financials 16.16%
3 Healthcare 15.74%
4 Communication Services 10.32%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$701K 0.03%
+13,000
402
$692K 0.03%
+21,000
403
$689K 0.03%
+10,000
404
$672K 0.03%
10,900
405
$670K 0.03%
+16,000
406
$668K 0.03%
+5,000
407
$658K 0.03%
32,000
408
$627K 0.03%
+18,000
409
$623K 0.03%
24,000
-3,000
410
$621K 0.03%
5,400
411
$595K 0.02%
24,750
412
$578K 0.02%
16,000
413
$567K 0.02%
8,000
414
$564K 0.02%
22,000
415
$558K 0.02%
+22,000
416
$536K 0.02%
6,000
417
$517K 0.02%
23,000
418
$514K 0.02%
22,000
419
$493K 0.02%
85,000
420
$476K 0.02%
+41,580
421
$470K 0.02%
19,000
422
$436K 0.02%
25,320
423
$315K 0.01%
+15,366
424
$249K 0.01%
26,000
425
$244K 0.01%
9,000
15 16
17
18 19