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

Top Buys

1 +$22.4M
2 +$9.74M
3 +$9.4M
4
ALL icon
Allstate
ALL
+$9.13M
5
AAPL icon
Apple
AAPL
+$8.78M

Top Sells

1 +$11.1M
2 +$8.64M
3 +$8.52M
4
APTV icon
Aptiv
APTV
+$6.87M
5
WMT icon
Walmart Inc
WMT
+$6.85M

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
526
-54,000
527
-28,000
528
-107,000