B

BP Portfolio holdings

AUM $16.8M
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.9M
AUM Growth
+$966K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$316K

Top Sells

No sells this quarter

Sector Composition

1 Financials 97.95%
2 Technology 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.5M 97.95%
60,000
2
$346K 2.05%
+26,186