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
$3.3B
AUM Growth
-$823M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.7M
3
+$11.8M
4
LLY icon
Eli Lilly
LLY
+$7.12M
5
NOW icon
ServiceNow
NOW
+$6.91M

Top Sells

1
+$87.7M
2
+$53.8M
3
+$52.6M
4
AMZN icon
Amazon
AMZN
+$40.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.1M

Sector Composition

1 Technology 26.71%
2 Healthcare 18.06%
3 Financials 14.94%
4 Consumer Discretionary 11.58%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$696K 0.02%
11,600
-9,700
427
$695K 0.02%
673
-627
428
$694K 0.02%
4,475
-3,425
429
$692K 0.02%
13,449
-10,551
430
$690K 0.02%
6,563
-6,337
431
$687K 0.02%
2,463
-1,337
432
$687K 0.02%
17,880
-9,820
433
$681K 0.02%
37,552
-52,048
434
$675K 0.02%
4,118
-4,786
435
$675K 0.02%
22,043
-26,057
436
$675K 0.02%
12,793
-13,807
437
$673K 0.02%
5,825
-4,775
438
$672K 0.02%
9,181
-7,082
439
$672K 0.02%
28,577
-5,623
440
$670K 0.02%
19,852
-24,820
441
$669K 0.02%
3,358
-3,742
442
$664K 0.02%
31,872
-26,328
443
$663K 0.02%
7,994
-7,706
444
$657K 0.02%
8,796
-7,504
445
$644K 0.02%
+2,853
446
$638K 0.02%
+9,946
447
$629K 0.02%
5,786
-4,414
448
$628K 0.02%
29,026
-19,074
449
$627K 0.02%
30,173
-27,127
450
$617K 0.02%
6,602
-4,498
16 17
18
19 20