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
551
$285K 0.01%
8,926
-3,994
552
$284K 0.01%
10,544
-5,280
553
$284K 0.01%
627
554
$283K 0.01%
1,518
-770
555
$283K 0.01%
6,375
556
$282K 0.01%
3,440
-1,647
557
$281K 0.01%
4,737
-2,518
558
$280K 0.01%
2,211
-1,113
559
$280K 0.01%
11,446
-5,979
560
$277K 0.01%
12,080
-5,764
561
$275K 0.01%
3,407
-1,765
562
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9,882
-5,298
563
$270K 0.01%
+10,241
564
$268K 0.01%
1,273
-663
565
$263K 0.01%
+4,513
566
$256K 0.01%
1,443
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567
$247K 0.01%
2,531
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568
$247K 0.01%
9,775
-3,299
569
$244K 0.01%
1,565
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570
$243K 0.01%
2,019
-1,156
571
$240K 0.01%
5,620
572
$240K 0.01%
12,928
573
$227K 0.01%
+3,749
574
$224K 0.01%
2,556
575
$221K 0.01%
14,277
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