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
451
$616K 0.02%
8,411
-8,489
452
$607K 0.02%
10,945
-10,355
453
$605K 0.02%
19,727
-13,573
454
$602K 0.02%
6,189
-2,111
455
$601K 0.02%
3,436
-4,864
456
$600K 0.02%
6,286
-4,814
457
$595K 0.02%
14,800
458
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6,786
-7,514
459
$592K 0.02%
13,733
-9,367
460
$591K 0.02%
5,039
-7,161
461
$589K 0.02%
2,517
-1,383
462
$585K 0.02%
6,239
-6,661
463
$585K 0.02%
+2,342
464
$581K 0.02%
20,922
-11,764
465
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4,906
-4,094
466
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6,001
-4,399
467
$569K 0.02%
12,207
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468
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19,782
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469
$553K 0.02%
14,706
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470
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+1,470
471
$546K 0.02%
6,940
-6,960
472
$546K 0.02%
6,835
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473
$545K 0.02%
8,310
-6,490
474
$543K 0.02%
13,165
-13,436
475
$542K 0.02%
10,357
-9,943
17 18
19
20 21