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
$2.34B
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.8M
3
+$11.3M
4
OXY icon
Occidental Petroleum
OXY
+$10.8M
5
GPN icon
Global Payments
GPN
+$10.7M

Top Sells

1
+$50.4M
2
+$42.4M
3
+$27.1M
4
ABT icon
Abbott
ABT
+$26.9M
5
AAPL icon
Apple
AAPL
+$22.6M

Sector Composition

1 Technology 26.32%
2 Healthcare 17.11%
3 Financials 13.71%
4 Consumer Discretionary 11.38%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$469K 0.02%
2,275
-833
427
$468K 0.02%
17,967
-7,692
428
$466K 0.02%
5,300
-3,307
429
$465K 0.02%
10,497
-3,326
430
$464K 0.02%
3,594
431
$464K 0.02%
1,110
-349
432
$461K 0.02%
1,525
-575
433
$460K 0.02%
3,945
-1,756
434
$457K 0.02%
6,197
435
$453K 0.02%
7,675
-186,202
436
$453K 0.02%
1,321
437
$453K 0.02%
4,186
438
$453K 0.02%
3,142
439
$452K 0.02%
6,278
-2,890
440
$450K 0.02%
12,380
-5,373
441
$442K 0.02%
7,505
-2,959
442
$441K 0.02%
3,123
-1,467
443
$440K 0.02%
+30,827
444
$437K 0.02%
7,650
-3,064
445
$437K 0.02%
11,779
-5,224
446
$437K 0.02%
12,333
-3,676
447
$435K 0.02%
4,184
-1,592
448
$431K 0.02%
5,060
-1,951
449
$431K 0.02%
13,261
-6,186
450
$430K 0.02%
3,754
-1,744
16 17
18
19 20