B
BP Portfolio holdings
AUM
$16.9M
This Quarter Return
+1.47%
1 Year Return
+41.46%
3 Year Return
+37.89%
5 Year Return
+61%
10 Year Return
+281.17%
AUM
$14.7M
AUM Growth
+$14.7M
(+1.4%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 87.88% |
| 2 | Healthcare | 12.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
CME Group
CME
$96B
| $12.9M | 87.88% | 60,000 | – | – |
|
2
Doximity
DOCS
$12.7B
| $1.78M | 12.12% | 66,227 | – | – |
|