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BP
Broadleaf Partners Portfolio holdings
AUM
$429M
1-Year Est. Return
34.17%
This Fund
S&P 500
1 Year Est. Return
+34.17%
AUM
$429M
AUM Growth
-$45.3M
(-9.6%)
Holding
84
Top Buys
| 1 | +$2.88M | |
| 2 | +$2.39M | |
| 3 | +$2.37M | |
| 4 |
Costco
COST
|
+$1.74M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.42M |
Top Sells
| 1 | +$7.06M | |
| 2 | +$4.59M | |
| 3 | +$2.99M | |
| 4 |
NVIDIA
NVDA
|
+$1.12M |
| 5 |
Amazon
AMZN
|
+$991K |
Sector Composition
| 1 | Technology | 33.54% |
| 2 | Communication Services | 13.29% |
| 3 | Industrials | 10.68% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Financials | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
EchoStar
SATS
$32.7B
| $254K | 0.06% |
2,168
|
|
||
|
SCHW
77
Charles Schwab
SCHW
$159B
| $248K | 0.06% |
2,640
|
|
||
78
Schwab US Dividend Equity ETF
SCHD
$96.4B
| $247K | 0.06% |
8,056
-1,480
|
|
||
79
Norfolk Southern
NSC
$69.7B
| $247K | 0.06% |
861
|
|
||
80
Abbott
ABT
$155B
| $225K | 0.05% |
2,191
|
|
||
81
NextEra Energy
NEE
$180B
| $223K | 0.05% |
+2,400
|
|
||
82
IBM
IBM
$252B
| $222K | 0.05% |
914
-2
|
|
||
83
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
| $213K | 0.05% |
1,924
|
|
||
84
Truist Financial
TFC
$61.7B
| $203K | 0.05% |
+4,410
|
|