B

BP Portfolio holdings

AUM $15.9M
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
+23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.3B
AUM Growth
-$823M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.7M
3
+$11.8M
4
LLY icon
Eli Lilly
LLY
+$7.12M
5
NOW icon
ServiceNow
NOW
+$6.91M

Top Sells

1
+$87.7M
2
+$53.8M
3
+$52.6M
4
AMZN icon
Amazon
AMZN
+$40.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.1M

Sector Composition

1 Technology 26.71%
2 Healthcare 18.06%
3 Financials 14.94%
4 Consumer Discretionary 11.58%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$483K 0.01%
13,088
-7,212
502
$472K 0.01%
+1,288
503
$471K 0.01%
10,290
-4,510
504
$470K 0.01%
19,400
505
$468K 0.01%
3,437
-2,463
506
$466K 0.01%
20,723
-9,777
507
$465K 0.01%
+4,700
508
$454K 0.01%
6,786
-7,814
509
$453K 0.01%
2,656
-1,244
510
$451K 0.01%
+3,142
511
$448K 0.01%
50,000
512
$440K 0.01%
2,023
-1,462
513
$439K 0.01%
+4,124
514
$434K 0.01%
8,976
-7,624
515
$433K 0.01%
+44,892
516
$427K 0.01%
4,562
-4,984
517
$413K 0.01%
+1,149
518
$405K 0.01%
7,040
-5,460
519
$401K 0.01%
17,433
-14,967
520
$397K 0.01%
+5,723
521
$396K 0.01%
+2,284
522
$390K 0.01%
10,453
-6,147
523
$387K 0.01%
+31,099
524
$381K 0.01%
+2,885
525
$380K 0.01%
+5,000
19 20
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