B

BP Portfolio holdings

AUM $16.8M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
-$858M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.7M
3
+$9.57M
4
DIS icon
Walt Disney
DIS
+$7.28M
5
LW icon
Lamb Weston
LW
+$6.81M

Top Sells

1
+$24.5M
2
+$17.1M
3
+$14.5M
4
AMZN icon
Amazon
AMZN
+$14.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$11.7M

Sector Composition

1 Technology 17.5%
2 Financials 16.16%
3 Healthcare 15.74%
4 Communication Services 10.34%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
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