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
$12.7M
AUM Growth
-$764K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$345K

Top Sells

1 +$881K

Sector Composition

1 Financials 82.44%
2 Healthcare 17.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.1M 79.71%
60,000
2
$2.22M 17.56%
66,227
-26,254
3
$345K 2.73%
+84,809