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
$3.1B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$9.98M
3
+$9.66M
4
ALL icon
Allstate
ALL
+$9.5M
5
MPC icon
Marathon Petroleum
MPC
+$9.39M

Top Sells

1
+$11.6M
2
+$8.52M
3
+$8.37M
4
APTV icon
Aptiv
APTV
+$6.99M
5
WMT icon
Walmart Inc
WMT
+$6.82M

Sector Composition

1 Technology 17.66%
2 Financials 16.11%
3 Healthcare 14.49%
4 Consumer Discretionary 11.25%
5 Communication Services 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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