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
$13.7M
AUM Growth
+$171K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$12.8K

Sector Composition

1 Financials 87.94%
2 Healthcare 10.28%
3 Technology 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12M 87.94%
60,000
2
$1.41M 10.28%
66,227
3
$243K 1.78%
17,605
-930