BPA

Beacon Pointe Advisors Portfolio holdings

AUM $11.8B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$29.4M
3
+$29.1M
4
CRWD icon
CrowdStrike
CRWD
+$16.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$15M

Top Sells

1
+$5.47M
2
+$4.9M
3
+$4.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$3.4M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.38M

Sector Composition

1 Technology 11.12%
2 Financials 3.87%
3 Consumer Discretionary 3.51%
4 Healthcare 3.24%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$286K 0.02%
+5,718
377
$285K 0.02%
1,793
-974
378
$285K 0.02%
2,502
+486
379
$285K 0.02%
+14,050
380
$285K 0.02%
729
381
$284K 0.02%
4,535
+241
382
$279K 0.02%
9,426
-200
383
$276K 0.02%
+2,013
384
$275K 0.02%
+6,920
385
$273K 0.02%
+1,256
386
$272K 0.02%
17,185
+1,223
387
$271K 0.02%
+7,112
388
$270K 0.02%
1,546
-100
389
$270K 0.02%
2,200
+55
390
$270K 0.02%
+3,443
391
$269K 0.02%
7,443
-742
392
$268K 0.02%
4,598
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393
$267K 0.02%
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394
$266K 0.02%
+8,348
395
$265K 0.02%
+4,556
396
$264K 0.02%
+8,451
397
$264K 0.02%
+3,858
398
$263K 0.02%
1,713
-97
399
$263K 0.02%
1,303
-541
400
$262K 0.02%
9,564
-1,038
14 15
16
17 18