BP

Broadleaf Partners Portfolio holdings

AUM $474M
1-Year Est. Return 30.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.89M
3
+$4.66M
4
NVDA icon
NVIDIA
NVDA
+$4.1M
5
DXCM icon
DexCom
DXCM
+$2.78M

Top Sells

1
+$8.3M
2
+$3.66M
3
+$3.66M
4
COP icon
ConocoPhillips
COP
+$3.22M
5
ENPH icon
Enphase Energy
ENPH
+$2.56M

Sector Composition

1 Technology 30.21%
2 Consumer Discretionary 13.98%
3 Healthcare 13.23%
4 Communication Services 10.55%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,128
77
– –
-17,641
78
– –
-2,380
1 2 3
4