BP
Broadleaf Partners Portfolio holdings
AUM
$454M
This Quarter Return
+11.93%
1 Year Return
+28.74%
3 Year Return
+156.4%
5 Year Return
+247.26%
10 Year Return
–
AUM
$253M
AUM Growth
+$253M
(+12%)
Cap. Flow
+$2.01M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
67
New
4
Increased
29
Reduced
24
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$2.3M |
| 2 |
Apple
AAPL
|
$1.18M |
| 3 |
Home Depot
HD
|
$1.15M |
| 4 |
Amazon
AMZN
|
$1.13M |
| 5 |
Intercontinental Exchange
ICE
|
$1M |
Top Sells
| 1 |
Trade Desk
TTD
|
$2.94M |
| 2 |
PayPal
PYPL
|
$2.02M |
| 3 |
Paylocity
PCTY
|
$1.99M |
| 4 |
ServiceNow
NOW
|
$884K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$166K |
Sector Composition
| 1 | Technology | 25.17% |
| 2 | Communication Services | 17.93% |
| 3 | Healthcare | 12.86% |
| 4 | Financials | 11.98% |
| 5 | Consumer Discretionary | 10.65% |
