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
526
$320K 0.01%
6,066
527
$319K 0.01%
5,384
-2,303
528
$319K 0.01%
5,723
529
$317K 0.01%
+3,869
530
$313K 0.01%
11,528
531
$311K 0.01%
3,323
-1,466
532
$311K 0.01%
6,509
-2,865
533
$308K 0.01%
1,223
-633
534
$307K 0.01%
3,749
-1,540
535
$307K 0.01%
1,372
-566
536
$306K 0.01%
1,564
537
$304K 0.01%
7,120
-3,870
538
$303K 0.01%
1,382
539
$302K 0.01%
29,680
-13,775
540
$301K 0.01%
1,883
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541
$299K 0.01%
22,031
-9,903
542
$297K 0.01%
5,700
543
$294K 0.01%
1,907
544
$293K 0.01%
1,656
545
$292K 0.01%
+1,374
546
$292K 0.01%
29,529
-15,363
547
$291K 0.01%
4,688
548
$288K 0.01%
1,973
549
$287K 0.01%
2,983
-1,574
550
$285K 0.01%
6,252
20 21
22
23 24