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
$390M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.89M
3
+$2.99M
4
NFLX icon
Netflix
NFLX
+$2.98M
5
CRWD icon
CrowdStrike
CRWD
+$2.91M

Top Sells

1
+$6.63M
2
+$5.19M
3
+$4.56M
4
INTU icon
Intuit
INTU
+$3.41M
5
NVDA icon
NVIDIA
NVDA
+$3.05M

Sector Composition

1 Technology 34.15%
2 Consumer Discretionary 14.1%
3 Healthcare 12.81%
4 Communication Services 10.65%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.06%
2,632
77
$240K 0.06%
1,400
78
$239K 0.06%
7,282
79
$237K 0.06%
931
80
$205K 0.05%
+1,723
81
– –
-25,547
82
– –
-3,390
83
– –
-5,055
84
– –
-31,327
85
– –
-10,050
86
– –
-50,689
1 2 3
4