B

BP Portfolio holdings

AUM $16.8M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
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
+$15.3M
2
+$11.5M
3
+$11.4M
4
XOM icon
Exxon Mobil
XOM
+$10.7M
5
OXY icon
Occidental Petroleum
OXY
+$9.29M

Top Sells

1
+$47.3M
2
+$40.9M
3
+$27.2M
4
ABT icon
Abbott
ABT
+$27M
5
AAPL icon
Apple
AAPL
+$21.3M

Sector Composition

1 Technology 26.32%
2 Healthcare 17.11%
3 Financials 13.71%
4 Consumer Discretionary 11.38%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$509K 0.02%
3,803
402
$504K 0.02%
3,351
-1,851
403
$503K 0.02%
4,054
-1,332
404
$500K 0.02%
3,097
-1,724
405
$500K 0.02%
9,523
-4,400
406
$499K 0.02%
2,249
-849
407
$498K 0.02%
2,956
-1,186
408
$498K 0.02%
7,889
-3,282
409
$496K 0.02%
4,330
-1,412
410
$495K 0.02%
2,921
-1,178
411
$495K 0.02%
1,934
412
$494K 0.02%
18,738
-5,212
413
$494K 0.02%
4,235
-1,178
414
$493K 0.02%
6,160
-2,627
415
$493K 0.02%
2,962
-1,008
416
$489K 0.02%
1,066
-404
417
$489K 0.02%
5,739
-3,057
418
$488K 0.02%
5,212
-2,361
419
$488K 0.02%
4,186
-2,104
420
$488K 0.02%
9,800
-4,872
421
$488K 0.02%
1,343
-452
422
$482K 0.02%
12,945
-5,088
423
$482K 0.02%
1,201
-487
424
$481K 0.02%
1,288
425
$478K 0.02%
1,743
15 16
17
18 19