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
$2.82B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.93M
3
+$6.82M
4
GILD icon
Gilead Sciences
GILD
+$6.64M
5
DD icon
DuPont de Nemours
DD
+$6.45M

Top Sells

1
+$18.7M
2
+$10.2M
3
+$9.65M
4
ITUB icon
Itaú Unibanco
ITUB
+$8.27M
5
DD
Du Pont De Nemours E I
DD
+$8.07M

Sector Composition

1 Financials 17.33%
2 Technology 15.11%
3 Healthcare 14.08%
4 Consumer Discretionary 12.37%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.18M 0.18%
44,000
152
$5.09M 0.18%
79,000
153
$5.07M 0.18%
129,000
-116,000
154
$5.06M 0.18%
+51,140
155
$4.93M 0.17%
119,000
156
$4.89M 0.17%
35,000
157
$4.84M 0.17%
166,000
158
$4.82M 0.17%
33,000
159
$4.81M 0.17%
41,400
160
$4.77M 0.17%
210,000
161
$4.77M 0.17%
38,000
-22,000
162
$4.74M 0.17%
40,000
163
$4.71M 0.17%
31,000
164
$4.68M 0.17%
49,000
165
$4.67M 0.17%
68,000
166
$4.65M 0.16%
101,000
167
$4.63M 0.16%
35,000
168
$4.61M 0.16%
75,000
169
$4.58M 0.16%
119,000
+6,000
170
$4.51M 0.16%
235,000
171
$4.47M 0.16%
10,000
172
$4.47M 0.16%
30,000
173
$4.43M 0.16%
+70,000
174
$4.41M 0.16%
100,000
175
$4.38M 0.16%
56,000
5 6
7
8 9