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
176
$1.47M 0.06%
6,585
-3,259
177
$1.47M 0.06%
3,727
-907
178
$1.45M 0.06%
10,344
-4,302
179
$1.44M 0.06%
13,514
-4,970
180
$1.44M 0.06%
8,349
-3,790
181
$1.44M 0.06%
4,997
-2,158
182
$1.43M 0.06%
3,939
-1,608
183
$1.41M 0.06%
23,272
-11,056
184
$1.38M 0.06%
27,541
-3,923
185
$1.37M 0.06%
92,400
-39,978
186
$1.36M 0.06%
9,207
-4,005
187
$1.36M 0.06%
31,860
-14,484
188
$1.36M 0.06%
2,429
-1,018
189
$1.34M 0.06%
6,483
-2,483
190
$1.33M 0.06%
2,105
-790
191
$1.33M 0.06%
13,802
-5,797
192
$1.33M 0.06%
3,654
-1,617
193
$1.3M 0.06%
6,318
-2,872
194
$1.28M 0.05%
34,408
-14,992
195
$1.27M 0.05%
6,255
-2,536
196
$1.27M 0.05%
17,263
-8,713
197
$1.27M 0.05%
4,539
-1,548
198
$1.25M 0.05%
18,250
-6,699
199
$1.25M 0.05%
+20,000
200
$1.24M 0.05%
8,362
-3,113
6 7
8
9 10