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
201
$1.23M 0.05%
2,680
-1,026
202
$1.21M 0.05%
5,611
-2,739
203
$1.21M 0.05%
3,484
-1,459
204
$1.18M 0.05%
5,746
-2,710
205
$1.18M 0.05%
5,858
-2,557
206
$1.18M 0.05%
4,862
-2,011
207
$1.17M 0.05%
3,894
-1,746
208
$1.16M 0.05%
3,588
-1,641
209
$1.14M 0.05%
6,214
-1,988
210
$1.13M 0.05%
13,552
-5,857
211
$1.12M 0.05%
15,966
-7,095
212
$1.12M 0.05%
17,702
-7,646
213
$1.12M 0.05%
5,642
-2,095
214
$1.11M 0.05%
2,374
-1,044
215
$1.11M 0.05%
9,604
-4,285
216
$1.09M 0.05%
1,794
-666
217
$1.09M 0.05%
4,337
-1,461
218
$1.09M 0.05%
33,998
-14,500
219
$1.08M 0.05%
18,053
-8,521
220
$1.08M 0.05%
18,464
-4,207
221
$1.07M 0.05%
3,897
-1,764
222
$1.07M 0.05%
8,206
-3,028
223
$1.07M 0.05%
4,946
-60,860
224
$1.07M 0.05%
2,002
-788
225
$1.06M 0.05%
7,959
-3,296
7 8
9
10 11