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
$1.03B
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$12.9M
3
+$7.89M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.75M
5
BND icon
Vanguard Total Bond Market
BND
+$4.66M

Top Sells

1
+$24.1M
2
+$12.1M
3
+$8.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.25M
5
PPBI
Pacific Premier Bancorp
PPBI
+$6.77M

Sector Composition

1 Technology 8.16%
2 Industrials 3.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.09%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
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