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
$428M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.51M
3
+$3.26M
4
APP icon
Applovin
APP
+$3.1M
5
CTAS icon
Cintas
CTAS
+$2.78M

Top Sells

1
+$5.45M
2
+$5.27M
3
+$5.02M
4
LLY icon
Eli Lilly
LLY
+$4.23M
5
NOW icon
ServiceNow
NOW
+$3.43M

Sector Composition

1 Technology 35.05%
2 Communication Services 14.45%
3 Consumer Discretionary 10.06%
4 Healthcare 8.49%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.05%
1,704
-19
77
$209K 0.05%
891
78
– –
-39,621
79
– –
-1,706
80
– –
-2,122
81
– –
-2,400
82
– –
-68,670
83
– –
-10,766
1 2 3
4