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
$2.66B
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$6.46M
3 +$6.31M
4
GM icon
General Motors
GM
+$6.27M
5
MCD icon
McDonald's
MCD
+$5.97M

Top Sells

1 +$11M
2 +$9.71M
3 +$9.05M
4
THS icon
Treehouse Foods
THS
+$8.28M
5
TSN icon
Tyson Foods
TSN
+$7.77M

Sector Composition

1 Financials 19.45%
2 Technology 15.11%
3 Healthcare 11.01%
4 Communication Services 10.36%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-40,000
452
-5,865
453
-44,000
454
-38,000
455
-14,000
456
-10,000
457
-28,000