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
176
$4.38M 0.16%
18,000
177
$4.36M 0.15%
93,000
178
$4.32M 0.15%
61,500
179
$4.26M 0.15%
30,000
180
$4.23M 0.15%
212,000
181
$4.18M 0.15%
174,000
182
$4.15M 0.15%
61,000
183
$4.13M 0.15%
106,000
184
$4.12M 0.15%
65,000
185
$4.11M 0.15%
39,000
+24,500
186
$4.1M 0.15%
41,000
187
$4.08M 0.14%
37,000
-6,000
188
$4.04M 0.14%
33,000
-3,000
189
$4M 0.14%
52,000
190
$3.99M 0.14%
52,000
191
$3.9M 0.14%
33,000
192
$3.86M 0.14%
39,000
193
$3.86M 0.14%
30,000
-20,000
194
$3.84M 0.14%
34,000
195
$3.83M 0.14%
41,000
196
$3.78M 0.13%
25,000
197
$3.77M 0.13%
64,000
198
$3.75M 0.13%
36,000
199
$3.74M 0.13%
+17,500
200
$3.74M 0.13%
21,000
6 7
8
9 10