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
176
$4.05M 0.16%
43,000
177
$4.02M 0.16%
+10,000
178
$4.01M 0.16%
33,000
179
$3.95M 0.15%
166,000
180
$3.93M 0.15%
62,000
181
$3.92M 0.15%
61,000
-3,000
182
$3.9M 0.15%
21,000
183
$3.88M 0.15%
103,000
184
$3.75M 0.14%
57,000
+2,000
185
$3.73M 0.14%
61,000
-13,000
186
$3.71M 0.14%
33,000
187
$3.69M 0.14%
38,000
188
$3.69M 0.14%
79,265
-25,785
189
$3.67M 0.14%
102,000
190
$3.66M 0.14%
154,220
-36,452
191
$3.64M 0.14%
68,000
192
$3.57M 0.14%
56,000
-78,000
193
$3.51M 0.14%
+156,000
194
$3.51M 0.14%
166,680
195
$3.48M 0.13%
65,000
-6,000
196
$3.47M 0.13%
34,000
-2,000
197
$3.41M 0.13%
49,000
-2,000
198
$3.36M 0.13%
45,000
199
$3.36M 0.13%
180,000
-15,000
200
$3.33M 0.13%
471,698
6 7
8
9 10