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B

BP Portfolio holdings

AUM $17.7M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3M
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$311K

Top Sells

1
+$142M
2
+$78.2M
3
+$71.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69.6M
5
AAPL icon
Apple
AAPL
+$51.6M

Sector Composition

1 Financials 63.4%
2 Healthcare 22.94%
3 Consumer Discretionary 12.23%
4 Technology 1.43%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-7,428
502
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-29,653
503
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-4,184
504
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-35,376
505
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-33,752
506
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-8,293
507
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-5,611
508
– –
-3,262
509
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-8,543
510
– –
-6,693
511
– –
-5,501
512
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-16,522
513
– –
-4,539
514
– –
-9,088
515
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-6,909
516
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-15,966
517
– –
-5,746
518
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-7,894
519
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-3,749
520
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-2,871
521
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-1,223
522
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-181,396
523
– –
-8,966
524
– –
-5,247
525
– –
-10,945
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