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
426
$239K 0.02%
+4,206
427
$237K 0.02%
+1,722
428
$236K 0.02%
643
-159
429
$236K 0.02%
6,319
-7,453
430
$233K 0.02%
+3,295
431
$233K 0.02%
+12,772
432
$232K 0.02%
19,467
433
$231K 0.02%
4,072
+23
434
$231K 0.02%
+2,853
435
$231K 0.02%
+1,621
436
$228K 0.02%
+709
437
$227K 0.02%
+1,330
438
$227K 0.02%
+3,345
439
$225K 0.02%
+7,605
440
$223K 0.02%
+5,451
441
$223K 0.02%
+1,638
442
$223K 0.02%
+1,500
443
$222K 0.02%
+6,522
444
$221K 0.02%
+7,303
445
$221K 0.02%
4,001
+126
446
$219K 0.02%
+6,298
447
$218K 0.01%
2,488
-2,104
448
$218K 0.01%
+4,432
449
$217K 0.01%
+7,665
450
$217K 0.01%
+8,807
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