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
101
$7.6M 0.29%
145,000
102
$7.4M 0.29%
55,000
103
$7.25M 0.28%
69,393
-55,019
104
$7.04M 0.27%
56,000
-42,000
105
$7.02M 0.27%
26,000
106
$6.98M 0.27%
129,000
-41,000
107
$6.93M 0.27%
95,000
-8,000
108
$6.89M 0.27%
103,000
109
$6.85M 0.26%
224,000
110
$6.83M 0.26%
33,000
111
$6.8M 0.26%
85,000
-5,000
112
$6.73M 0.26%
99,208
-10,047
113
$6.63M 0.26%
452,104
+182,104
114
$6.62M 0.26%
74,000
115
$6.58M 0.25%
68,000
116
$6.56M 0.25%
151,000
-4,000
117
$6.46M 0.25%
81,000
+29,000
118
$6.39M 0.25%
+72,000
119
$6.34M 0.24%
55,000
-57,000
120
$6.33M 0.24%
117,500
+37,500
121
$6.28M 0.24%
98,000
122
$6.19M 0.24%
609,000
+240,000
123
$6.13M 0.24%
164,000
-146,000
124
$6.03M 0.23%
150,000
125
$5.97M 0.23%
198,000
3 4
5
6 7