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
$13.5M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$120K

Top Sells

1 +$1.23M
2 +$222K

Sector Composition

1 Financials 82.41%
2 Healthcare 16.7%
3 Technology 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.1M 82.41%
60,000
2
$2.25M 16.7%
66,227
3
$120K 0.89%
+18,535
4
-12,654
5
-42,096