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B

BP Portfolio holdings

AUM $17.7M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
-$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.6M
3
+$6.82M
4
LMT icon
Lockheed Martin
LMT
+$6.81M
5
CLX icon
Clorox
CLX
+$6.72M

Top Sells

1
+$25.3M
2
+$13.6M
3
+$8.12M
4
MHK icon
Mohawk Industries
MHK
+$8M
5
BIDU icon
Baidu
BIDU
+$7.42M

Sector Composition

1 Technology 17.58%
2 Financials 17.06%
3 Healthcare 13.68%
4 Consumer Discretionary 10.47%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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453
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454
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-71,000
455
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456
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457
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-30,000
458
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459
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-12,276
460
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461
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462
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463
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464
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465
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-40,000
466
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-34,000
467
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-54,333
468
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-73,349
469
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-9,181
470
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-48,000
471
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472
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-32,000
473
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-42,930
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