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
201
$3.74M 0.13%
45,000
202
$3.71M 0.13%
62,000
203
$3.7M 0.13%
43,000
-30,000
204
$3.7M 0.13%
200,000
205
$3.65M 0.13%
26,000
206
$3.58M 0.13%
33,000
207
$3.54M 0.13%
62,000
208
$3.51M 0.12%
65,000
209
$3.48M 0.12%
132,000
210
$3.47M 0.12%
67,000
211
$3.39M 0.12%
46,000
212
$3.39M 0.12%
17,476
+8,224
213
$3.37M 0.12%
69,000
214
$3.36M 0.12%
23,000
215
$3.36M 0.12%
20,000
216
$3.35M 0.12%
+32,000
217
$3.34M 0.12%
24,000
218
$3.32M 0.12%
50,000
-52,000
219
$3.31M 0.12%
23,000
220
$3.24M 0.11%
67,000
221
$3.22M 0.11%
152,000
222
$3.2M 0.11%
107,000
223
$3.15M 0.11%
42,357
224
$3.15M 0.11%
83,000
225
$3.14M 0.11%
28,000
7 8
9
10 11