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
126
$5.9M 0.23%
115,000
-82,000
127
$5.74M 0.22%
37,000
+28,000
128
$5.64M 0.22%
81,216
-25,908
129
$5.58M 0.22%
62,000
130
$5.55M 0.21%
44,000
131
$5.54M 0.21%
15,300
132
$5.5M 0.21%
78,000
-3,000
133
$5.43M 0.21%
235,000
134
$5.41M 0.21%
31,000
+12,000
135
$5.35M 0.21%
28,000
+20,060
136
$5.34M 0.21%
74,000
-41,000
137
$5.28M 0.2%
74,000
138
$5.18M 0.2%
130,000
139
$5.17M 0.2%
104,000
140
$5.13M 0.2%
120,000
+45,000
141
$5.08M 0.2%
44,000
142
$5.07M 0.2%
+220,000
143
$5.04M 0.19%
37,000
-31,000
144
$5.03M 0.19%
57,000
145
$4.99M 0.19%
133,000
-67,000
146
$4.95M 0.19%
+176,000
147
$4.94M 0.19%
72,000
148
$4.93M 0.19%
373,361
149
$4.89M 0.19%
123,420
+78,540
150
$4.85M 0.19%
27,675
4 5
6
7 8