We are live on ! Find out more
BP

Broadleaf Partners Portfolio holdings

AUM $429M
1-Year Est. Return 34.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.92M
3
+$1.76M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$292K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$237K

Top Sells

1
+$4.73M
2
+$3.83M
3
+$2.68M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.07M
5
BALL icon
Ball Corp
BALL
+$1.62M

Sector Composition

1 Technology 38.71%
2 Communication Services 13.43%
3 Financials 10.17%
4 Consumer Discretionary 9.71%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.13%
1,827
+30
52
$544K 0.11%
893
-87
53
$526K 0.11%
1,299
54
$486K 0.1%
1,020
55
$473K 0.1%
6,909
56
$432K 0.09%
2,719
57
$424K 0.09%
1,194
-10
58
$379K 0.08%
4,841
59
$374K 0.08%
3,316
-1,496
60
$364K 0.08%
7,950
+300
61
$359K 0.07%
1,181
62
$353K 0.07%
740
63
$351K 0.07%
6,472
64
$346K 0.07%
2,463
-1,132
65
$344K 0.07%
3,007
-356
66
$325K 0.07%
18,818
67
$321K 0.07%
2,280
68
$316K 0.07%
7,238
69
$315K 0.07%
2,632
70
$309K 0.06%
2,640
+660
71
$296K 0.06%
9,429
+1,164
72
$293K 0.06%
2,191
-38
73
$284K 0.06%
1,200
74
$272K 0.06%
1,043
75
$259K 0.05%
918
+50
1 2
3
4