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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
$18.3M
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$311K

Top Sells

1
+$142M
2
+$78.2M
3
+$71.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69.6M
5
AAPL icon
Apple
AAPL
+$51.6M

Sector Composition

1 Financials 63.4%
2 Healthcare 22.94%
3 Consumer Discretionary 12.23%
4 Technology 1.43%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-49,009
27
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-6,375
28
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29
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30
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31
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-7,959
32
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-2,334
33
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-11,528
34
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-3,417
35
– –
-229,376
36
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-4,946
37
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-6,786
38
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-16,627
39
– –
-123,510
40
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-2,002
41
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-524,975
42
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-5,709
43
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-3,869
44
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45
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46
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47
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-11,669
48
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-29,680
49
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-11,682
50
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-30,686
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