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
$130M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.24M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.96M
5
BIIB icon
Biogen
BIIB
+$1.83M

Top Sells

1
+$2.43M
2
+$1.86M
3
+$1.75M
4
NFLX icon
Netflix
NFLX
+$1.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.27M

Sector Composition

1 Technology 23.15%
2 Financials 16.5%
3 Communication Services 12.11%
4 Consumer Discretionary 11.33%
5 Healthcare 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$151K 0.12%
2,331
52
$48K 0.04%
1,425
53
– –
-13,970
54
– –
-3,940
55
– –
-1,230
56
– –
-4,600
57
– –
-2,780
1 2
3