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BP

Broadleaf Partners Portfolio holdings

AUM $429M
1-Year Est. Return 34.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.92M
3
+$1.76M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$292K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$237K

Top Sells

1
+$4.73M
2
+$3.83M
3
+$2.68M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.07M
5
BALL icon
Ball Corp
BALL
+$1.62M

Sector Composition

1 Technology 38.71%
2 Communication Services 13.43%
3 Financials 10.17%
4 Consumer Discretionary 9.71%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.52M 1.78%
11,851
-206
27
$8.39M 1.75%
18,770
-294
28
$6.78M 1.41%
31,400
-650
29
$6.67M 1.39%
225,077
-5,449
30
$6.51M 1.36%
121,315
-15,092
31
$5.59M 1.17%
39,284
-676
32
$4.99M 1.04%
182,831
+10,716
33
$4.77M 1%
6,258
-107
34
$3.95M 0.82%
2,997
-54
35
$3.91M 0.82%
9,325
-165
36
$3.63M 0.76%
17,834
-301
37
$3.54M 0.74%
5,069
-70
38
$3.47M 0.72%
124,202
-6,299
39
$2.91M 0.61%
17,536
-279
40
$2.62M 0.55%
18,404
-1,118
41
$2.29M 0.48%
3,811
-301
42
$2.06M 0.43%
11,026
+331
43
$1.98M 0.41%
39,196
-30,000
44
$1.35M 0.28%
7,305
+98
45
$1.28M 0.27%
2,098
+174
46
$1.17M 0.24%
2,321
-3
47
$1.11M 0.23%
4,787
-31
48
$854K 0.18%
5,556
-10
49
$817K 0.17%
3,360
50
$612K 0.13%
23,823
-222
1
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