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
176
$2.15M 0.07%
30,198
-33,216
177
$2.15M 0.06%
51,525
-62,475
178
$2.14M 0.06%
190,807
-198,881
179
$2.12M 0.06%
14,368
-13,169
180
$2.1M 0.06%
4,347
-4,053
181
$2.07M 0.06%
17,574
-20,326
182
$2.05M 0.06%
57,000
-57,864
183
$2.03M 0.06%
16,917
-17,822
184
$2.02M 0.06%
33,660
-156,875
185
$2.01M 0.06%
14,739
-12,061
186
$1.97M 0.06%
7,606
-6,294
187
$1.97M 0.06%
6,780
-7,459
188
$1.93M 0.06%
37,917
-42,370
189
$1.93M 0.06%
24,012
-24,743
190
$1.91M 0.06%
6,278
-7,036
191
$1.87M 0.06%
13,885
-12,983
192
$1.85M 0.06%
12,862
-13,984
193
$1.83M 0.06%
15,467
-14,333
194
$1.83M 0.06%
45,662
-46,825
195
$1.81M 0.05%
5,361
-4,799
196
$1.79M 0.05%
3,596
-3,588
197
$1.79M 0.05%
4,148
-4,348
198
$1.78M 0.05%
10,797
-11,849
199
$1.76M 0.05%
7,349
-8,508
200
$1.75M 0.05%
18,331
-15,509
6 7
8
9 10