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
501
$357K 0.02%
+3,440
502
$357K 0.02%
+10,218
503
$353K 0.02%
4,286
-2,261
504
$349K 0.01%
2,973
-1,223
505
$348K 0.01%
5,496
-2,099
506
$346K 0.01%
4,666
507
$345K 0.01%
3,417
-1,661
508
$343K 0.01%
13,317
-5,346
509
$341K 0.01%
2,092
-830
510
$340K 0.01%
8,023
-3,519
511
$337K 0.01%
2,956
-1,840
512
$335K 0.01%
3,548
-1,562
513
$334K 0.01%
2,872
-1,199
514
$333K 0.01%
6,876
-2,874
515
$329K 0.01%
2,768
-2,561
516
$328K 0.01%
1,297
517
$327K 0.01%
945
518
$326K 0.01%
7,794
-3,215
519
$325K 0.01%
19,038
-8,360
520
$325K 0.01%
11,821
-5,081
521
$324K 0.01%
6,801
+2,526
522
$324K 0.01%
4,147
-1,631
523
$323K 0.01%
4,790
-2,355
524
$323K 0.01%
10,520
525
$321K 0.01%
7,428
-4,350
19 20
21
22 23