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
$13.4M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$793K

Top Sells

1 +$22.7K
2 +$5.6K
3 +$363

Sector Composition

1 Financials 79.18%
2 Healthcare 20.82%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.6M 79.18%
60,000
2
$2.79M 20.82%
92,481
+26,254
3
-9,055
4
-77,096
5
-24,687