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
451
$430K 0.02%
3,262
-1,528
452
$428K 0.02%
18,720
-6,793
453
$425K 0.02%
6,375
-2,543
454
$425K 0.02%
916
-366
455
$424K 0.02%
29,658
-12,983
456
$422K 0.02%
356
-179
457
$421K 0.02%
3,111
-1,281
458
$419K 0.02%
6,933
-3,113
459
$414K 0.02%
2,850
460
$413K 0.02%
83
-30
461
$409K 0.02%
2,938
-1,062
462
$405K 0.02%
10,401
-5,334
463
$405K 0.02%
2,334
-2,092
464
$405K 0.02%
7,423
-3,090
465
$405K 0.02%
11,851
-5,077
466
$405K 0.02%
1,128
467
$403K 0.02%
2,400
468
$400K 0.02%
1,948
-1,026
469
$399K 0.02%
14,675
-6,424
470
$398K 0.02%
3,271
471
$398K 0.02%
16,218
-6,160
472
$397K 0.02%
7,124
-3,127
473
$396K 0.02%
4,124
474
$394K 0.02%
12,956
-7,352
475
$394K 0.02%
1,089
-503
17 18
19
20 21