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
201
$1.74M 0.05%
14,407
-15,193
202
$1.74M 0.05%
10,932
-11,011
203
$1.74M 0.05%
4,997
-6,103
204
$1.72M 0.05%
62,100
-57,900
205
$1.72M 0.05%
30,905
-36,595
206
$1.71M 0.05%
65,809
-74,691
207
$1.71M 0.05%
9,056
-10,144
208
$1.69M 0.05%
56,107
-69,652
209
$1.67M 0.05%
+33,400
210
$1.62M 0.05%
19,480
-23,274
211
$1.61M 0.05%
7,258
-8,077
212
$1.61M 0.05%
20,103
-20,759
213
$1.61M 0.05%
27,186
-26,214
214
$1.61M 0.05%
6,211
-6,195
215
$1.59M 0.05%
11,427
-12,973
216
$1.59M 0.05%
10,521
-9,079
217
$1.59M 0.05%
6,884
-6,516
218
$1.58M 0.05%
12,133
-12,167
219
$1.58M 0.05%
34,172
-37,228
220
$1.57M 0.05%
33,547
-35,753
221
$1.57M 0.05%
5,780
-5,943
222
$1.57M 0.05%
14,128
-11,772
223
$1.57M 0.05%
3,520
-4,004
224
$1.57M 0.05%
8,744
-7,956
225
$1.56M 0.05%
2,927
-3,582
7 8
9
10 11