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
$3.3B
AUM Growth
-$823M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$14.7M
3
+$11.8M
4
LLY icon
Eli Lilly
LLY
+$7.12M
5
NOW icon
ServiceNow
NOW
+$6.91M

Top Sells

1
+$87.7M
2
+$53.8M
3
+$52.6M
4
AMZN icon
Amazon
AMZN
+$40.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.1M

Sector Composition

1 Technology 26.71%
2 Healthcare 18.06%
3 Financials 14.94%
4 Consumer Discretionary 11.58%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.73M 0.08%
57,820
-61,150
152
$2.7M 0.08%
89,337
-106,050
153
$2.62M 0.08%
14,791
-7,451
154
$2.61M 0.08%
12,128
-13,772
155
$2.58M 0.08%
28,249
-32,501
156
$2.58M 0.08%
53,928
-58,424
157
$2.58M 0.08%
17,346
-20,154
158
$2.57M 0.08%
9,913
-11,387
159
$2.56M 0.08%
22,545
-26,403
160
$2.51M 0.08%
11,630
-12,287
161
$2.5M 0.08%
53,751
-64,167
162
$2.49M 0.08%
21,623
-22,569
163
$2.48M 0.08%
40,407
-45,765
164
$2.44M 0.07%
10,333
-74,067
165
$2.38M 0.07%
11,657
-11,307
166
$2.37M 0.07%
8,922
-9,874
167
$2.37M 0.07%
9,693
-10,224
168
$2.37M 0.07%
31,572
-34,315
169
$2.36M 0.07%
8,638
-9,052
170
$2.35M 0.07%
9,891
-11,308
171
$2.29M 0.07%
19,592
-21,012
172
$2.29M 0.07%
+6,784
173
$2.25M 0.07%
46,101
-41,955
174
$2.24M 0.07%
10,650
-11,111
175
$2.18M 0.07%
10,086
-10,333
5 6
7
8 9