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
476
$393K 0.02%
3,637
-1,691
477
$391K 0.02%
4,647
-2,034
478
$383K 0.02%
4,409
-1,791
479
$383K 0.02%
3,206
480
$381K 0.02%
1,732
-929
481
$381K 0.02%
1,203
-693
482
$380K 0.02%
3,138
483
$380K 0.02%
10,945
-3,960
484
$379K 0.02%
6,363
-3,260
485
$377K 0.02%
2,704
-1,030
486
$377K 0.02%
1,299
-571
487
$376K 0.02%
4,509
-1,924
488
$376K 0.02%
6,216
-2,387
489
$375K 0.02%
+7,724
490
$371K 0.02%
4,175
491
$369K 0.02%
6,936
-4,644
492
$368K 0.02%
1,704
493
$368K 0.02%
12,131
494
$368K 0.02%
1,181
-506
495
$363K 0.02%
2,803
-1,374
496
$362K 0.02%
5,756
-2,063
497
$360K 0.02%
1,448
498
$358K 0.02%
3,761
-2,240
499
$358K 0.02%
1,477
500
$357K 0.02%
31,184
18 19
20
21 22