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
401
$261K 0.02%
+3,337
402
$260K 0.02%
+3,916
403
$260K 0.02%
4,924
-85
404
$259K 0.02%
+2,625
405
$259K 0.02%
+2,500
406
$258K 0.02%
2,152
+84
407
$257K 0.02%
26,470
408
$255K 0.02%
3,672
-37
409
$254K 0.02%
+1,765
410
$253K 0.02%
+8,102
411
$253K 0.02%
3,974
+350
412
$252K 0.02%
2,562
+114
413
$252K 0.02%
+10,689
414
$248K 0.02%
1,009
-166
415
$248K 0.02%
7,944
-1,190
416
$248K 0.02%
7,113
-899
417
$248K 0.02%
+2,184
418
$248K 0.02%
+4,560
419
$245K 0.02%
+2,755
420
$242K 0.02%
+362
421
$242K 0.02%
10,648
+3,345
422
$242K 0.02%
4,543
-2,011
423
$241K 0.02%
+1,838
424
$240K 0.02%
+3,648
425
$239K 0.02%
+3,856
15 16
17
18 19