B

BP Portfolio holdings

AUM $16.9M
1-Year Est. Return 41.46%
This Quarter Est. Return
1 Year Est. Return
+41.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.8M
3
+$11.3M
4
OXY icon
Occidental Petroleum
OXY
+$10.8M
5
GPN icon
Global Payments
GPN
+$10.7M

Top Sells

1
+$50.4M
2
+$42.4M
3
+$27.1M
4
ABT icon
Abbott
ABT
+$26.9M
5
AAPL icon
Apple
AAPL
+$22.6M

Sector Composition

1 Technology 26.32%
2 Healthcare 17.11%
3 Financials 13.71%
4 Consumer Discretionary 11.38%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.9M 0.08%
9,981
-4,195
152
$1.88M 0.08%
32,994
-11,530
153
$1.86M 0.08%
7,842
-3,696
154
$1.83M 0.08%
4,731
-1,607
155
$1.77M 0.08%
5,938
-2,296
156
$1.77M 0.08%
29,939
-12,333
157
$1.74M 0.07%
11,252
-2,860
158
$1.74M 0.07%
31,272
-13,781
159
$1.73M 0.07%
18,072
-7,596
160
$1.71M 0.07%
7,269
-1,740
161
$1.71M 0.07%
33,752
+16,632
162
$1.7M 0.07%
17,200
-6,364
163
$1.68M 0.07%
2,093
-893
164
$1.67M 0.07%
5,247
-2,218
165
$1.65M 0.07%
1,057
-435
166
$1.64M 0.07%
51,144
-22,245
167
$1.62M 0.07%
30,423
-11,159
168
$1.61M 0.07%
11,481
-5,283
169
$1.61M 0.07%
5,900
-2,098
170
$1.6M 0.07%
20,055
-82,387
171
$1.58M 0.07%
6,644
-2,815
172
$1.53M 0.07%
5,249
-2,274
173
$1.51M 0.06%
5,709
-2,449
174
$1.51M 0.06%
12,717
-5,623
175
$1.5M 0.06%
21,995
-8,258
5 6
7
8 9