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
$175K
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$22.7K

Top Sells

No sells this quarter

Sector Composition

1 Financials 70.37%
2 Healthcare 13.42%
3 Technology 13%
4 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$123K 70.37%
60,000
2
$23.1K 13.21%
66,227
3
$22.7K 13%
+77,096
4
$5.6K 3.21%
9,055
5
$363 0.21%
24,687