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
$2.59B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.61M
3
+$6.39M
4
MSFT icon
Microsoft
MSFT
+$5.53M
5
TWTR
Twitter, Inc.
TWTR
+$5.07M

Top Sells

1
+$12.6M
2
+$10.3M
3
+$9.59M
4
XOM icon
Exxon Mobil
XOM
+$9.03M
5
HD icon
Home Depot
HD
+$8.36M

Sector Composition

1 Financials 15.67%
2 Technology 15.09%
3 Healthcare 13.73%
4 Consumer Staples 11.74%
5 Communication Services 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.5%
123,000
+23,000
52
$12.8M 0.49%
150,000
53
$12.6M 0.49%
312,543
-21,780
54
$12.4M 0.48%
700,000
+75,000
55
$12.4M 0.48%
238,000
+28,000
56
$12.2M 0.47%
120,100
+11,100
57
$12.1M 0.47%
162,000
58
$12.1M 0.47%
130,000
-24,000
59
$12M 0.47%
272,000
+17,000
60
$11.4M 0.44%
144,000
+3,000
61
$11.2M 0.43%
650,000
62
$11.2M 0.43%
212,000
63
$11.1M 0.43%
206,000
-3,000
64
$11.1M 0.43%
98,000
-14,000
65
$11M 0.43%
221,000
+20,000
66
$10.8M 0.42%
117,508
67
$10.8M 0.42%
94,000
68
$10.7M 0.41%
96,500
-29,369
69
$10.7M 0.41%
120,000
-18,000
70
$10.6M 0.41%
6,200,000
71
$10.4M 0.4%
398,046
+72,700
72
$10.1M 0.39%
97,000
+47,000
73
$10.1M 0.39%
44,000
74
$10M 0.39%
103,000
75
$9.85M 0.38%
181,000
+19,000
1 2
3
4 5