BP
Broadleaf Partners Portfolio holdings
AUM
$454M
This Quarter Return
+2.1%
1 Year Return
+28.74%
3 Year Return
+156.4%
5 Year Return
+247.26%
10 Year Return
–
AUM
$266M
AUM Growth
+$266M
(+4.8%)
Cap. Flow
+$8.77M
Cap. Flow
% of AUM
3.3%
Top 10 Holdings %
Top 10 Hldgs %
46.17%
Holding
72
New
5
Increased
35
Reduced
11
Closed
1
Top Buys
| 1 |
Tesla
TSLA
|
$2.23M |
| 2 |
Arista Networks
ANET
|
$2.14M |
| 3 |
Schlumberger
SLB
|
$2.01M |
| 4 |
Amazon
AMZN
|
$774K |
| 5 |
T. Rowe Price Growth Stock ETF
TGRW
|
$751K |
Top Sells
| 1 |
Home Depot
HD
|
$4.82M |
| 2 |
Roper Technologies
ROP
|
$1.98M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$85K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$69.5K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$67.5K |
Sector Composition
| 1 | Technology | 24.11% |
| 2 | Communication Services | 18.41% |
| 3 | Healthcare | 12.76% |
| 4 | Financials | 12.49% |
| 5 | Consumer Discretionary | 9.3% |
