BP

Broadleaf Partners Portfolio holdings

AUM $480M
1-Year Est. Return 37.01%
This Quarter Est. Return
1 Year Est. Return
+37.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.26M
3
+$1.23M
4
MSFT icon
Microsoft
MSFT
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.22M

Top Sells

1
+$2.27M
2
+$1.71M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$894K

Sector Composition

1 Technology 25.65%
2 Communication Services 17.82%
3 Healthcare 13.86%
4 Financials 11.5%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.18%
5,400
52
$359K 0.18%
9,214
+420
53
$307K 0.15%
1,836
54
$294K 0.14%
1,070
55
$265K 0.13%
21,648
+684
56
$250K 0.12%
3,520
57
$238K 0.12%
1,290
58
$229K 0.11%
+2,568
59
$227K 0.11%
+5,931
60
$223K 0.11%
+2,448
61
$203K 0.1%
+1,159
62
$202K 0.1%
+1,051
63
$157K 0.08%
17,324
1 2
3