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
76
$9.62M 0.37%
88,000
77
$9.53M 0.37%
78,000
-84,000
78
$9.49M 0.37%
296,000
+121,000
79
$9.23M 0.36%
115,000
80
$9.22M 0.36%
70,000
-4,000
81
$9.16M 0.35%
189,000
+157,000
82
$9.13M 0.35%
213,000
+5,000
83
$9.1M 0.35%
89,000
+10,000
84
$8.83M 0.34%
+6,000
85
$8.77M 0.34%
28,000
86
$8.7M 0.34%
124,000
-56,000
87
$8.47M 0.33%
193,000
88
$8.43M 0.33%
142,000
+52,000
89
$8.36M 0.32%
127,972
+57,031
90
$8.28M 0.32%
95,000
-51,000
91
$8.23M 0.32%
111,000
92
$8.14M 0.31%
101,000
93
$8.06M 0.31%
50,000
94
$7.97M 0.31%
63,000
+8,000
95
$7.93M 0.31%
52,000
+15,000
96
$7.92M 0.31%
73,000
97
$7.91M 0.31%
66,000
98
$7.79M 0.3%
49,000
99
$7.74M 0.3%
183,000
100
$7.72M 0.3%
97,000
-3,000
2 3
4
5 6