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
$3.1B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$9.74M
3
+$9.4M
4
ALL icon
Allstate
ALL
+$9.13M
5
AAPL icon
Apple
AAPL
+$8.78M

Top Sells

1
+$11.1M
2
+$8.64M
3
+$8.52M
4
APTV icon
Aptiv
APTV
+$6.87M
5
WMT icon
Walmart
WMT
+$6.85M

Sector Composition

1 Technology 17.68%
2 Financials 16.11%
3 Healthcare 14.49%
4 Consumer Discretionary 11.25%
5 Communication Services 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.23M 0.04%
12,000
427
$1.22M 0.04%
+60,000
428
$1.21M 0.04%
7,000
429
$1.21M 0.04%
+12,396
430
$1.21M 0.04%
+7,500
431
$1.2M 0.04%
18,000
432
$1.2M 0.04%
15,000
433
$1.19M 0.04%
+18,000
434
$1.18M 0.04%
+12,000
435
$1.18M 0.04%
+12,000
436
$1.18M 0.04%
+39,584
437
$1.18M 0.04%
14,500
438
$1.13M 0.04%
14,000
439
$1.12M 0.04%
32,000
440
$1.11M 0.04%
+5,100
441
$1.11M 0.04%
21,000
442
$1.1M 0.04%
36,000
443
$1.09M 0.04%
+81,000
444
$1.08M 0.03%
4,700
445
$1.04M 0.03%
+16,000
446
$1.03M 0.03%
22,000
447
$1.02M 0.03%
+18,000
448
$1.01M 0.03%
+46,000
449
$1.01M 0.03%
47,000
450
$1.01M 0.03%
+30,000
16 17
18
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