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
$15.1M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$222K

Top Sells

1 +$345K

Sector Composition

1 Financials 76.15%
2 Healthcare 14.21%
3 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.5M 76.15%
60,000
2
$2.14M 14.21%
66,227
3
$1.23M 8.17%
+42,096
4
$222K 1.47%
+12,654
5
-84,809