B
BP Portfolio holdings
AUM
$16.9M
1-Year Return
41.46%
This Quarter Return
-10.21%
1 Year Return
+41.46%
3 Year Return
+37.89%
5 Year Return
+61%
10 Year Return
+281.17%
AUM
$18.3M
AUM Growth
-$2.32B
(-99%)
Cap. Flow
-$2.32B
Cap. Flow
% of AUM
-12,653.11%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
581
New
2
Increased
–
Reduced
2
Closed
576
Top Buys
| 1 |
Warby Parker
WRBY
|
$4.07M |
| 2 |
Olo Inc
OLO
|
$261K |
Top Sells
| 1 |
Microsoft
MSFT
|
$142M |
| 2 |
Adobe
ADBE
|
$78.2M |
| 3 |
Amazon
AMZN
|
$71.3M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$69.6M |
| 5 |
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% |
