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
151
$4.82M 0.19%
400,000
152
$4.81M 0.19%
102,000
-127,000
153
$4.73M 0.18%
74,000
+1,000
154
$4.71M 0.18%
22,000
-13,000
155
$4.62M 0.18%
103,000
+5,000
156
$4.57M 0.18%
96,000
-30,000
157
$4.57M 0.18%
+38,000
158
$4.55M 0.18%
36,050
159
$4.55M 0.18%
40,000
160
$4.49M 0.17%
55,800
+13,500
161
$4.49M 0.17%
55,000
+36,000
162
$4.45M 0.17%
56,000
-15,000
163
$4.45M 0.17%
+141,000
164
$4.37M 0.17%
65,000
-20,000
165
$4.33M 0.17%
26,000
166
$4.33M 0.17%
58,659
167
$4.25M 0.16%
174,782
-108,198
168
$4.23M 0.16%
35,000
169
$4.21M 0.16%
610,000
+360,000
170
$4.21M 0.16%
30,268
171
$4.17M 0.16%
32,000
172
$4.1M 0.16%
100,000
-43,000
173
$4.09M 0.16%
95,000
174
$4.08M 0.16%
+124,000
175
$4.07M 0.16%
35,000
-11,000
5 6
7
8 9