BP

Broadleaf Partners Portfolio holdings

AUM $474M
1-Year Est. Return 30.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$7.3M
2 +$7.27M
3 +$6.37M
4
PYPL icon
PayPal
PYPL
+$5.76M
5
META icon
Meta Platforms (Facebook)
META
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.97%
2 Financials 16.94%
3 Communication Services 16.09%
4 Healthcare 12.51%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.17%
+3,940
52
$202K 0.17%
+13,858
53
$195K 0.16%
+2,331
54
$56K 0.05%
+1,425