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
201
$3.32M 0.13%
62,000
-10,000
202
$3.31M 0.13%
140,000
203
$3.3M 0.13%
30,000
204
$3.29M 0.13%
212,000
+62,000
205
$3.28M 0.13%
51,000
206
$3.27M 0.13%
+18,504
207
$3.24M 0.13%
9,000
208
$3.19M 0.12%
65,000
209
$3.18M 0.12%
46,000
210
$3.18M 0.12%
18,000
-1,000
211
$3.16M 0.12%
75,000
212
$3.16M 0.12%
41,000
213
$2.97M 0.11%
42,000
214
$2.95M 0.11%
54,000
215
$2.92M 0.11%
3,800
216
$2.92M 0.11%
+94,000
217
$2.91M 0.11%
104,000
218
$2.91M 0.11%
66,000
+3,000
219
$2.89M 0.11%
40,000
-15,000
220
$2.88M 0.11%
51,000
-3,000
221
$2.88M 0.11%
50,000
222
$2.87M 0.11%
83,000
-77,000
223
$2.86M 0.11%
+93,000
224
$2.82M 0.11%
+22,000
225
$2.81M 0.11%
44,000
7 8
9
10 11