BPA
Beacon Pointe Advisors Portfolio holdings
AUM
$9.57B
1-Year Return
17.16%
This Quarter Return
+7.39%
1 Year Return
+17.16%
3 Year Return
+69.51%
5 Year Return
+111.43%
10 Year Return
–
AUM
$2.82B
AUM Growth
+$1.2B
(+74%)
Cap. Flow
+$1.09B
Cap. Flow
% of AUM
38.56%
Top 10 Holdings %
Top 10 Hldgs %
25.15%
Holding
842
New
319
Increased
393
Reduced
83
Closed
18
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$63.1M |
| 2 |
Apple
AAPL
|
$62.4M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$61.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$26.3M |
| 5 |
Microsoft
MSFT
|
$24.5M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$34.7M |
| 2 |
SPDR Gold Trust
GLD
|
$4.2M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$2.98M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$2.09M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.94M |
Sector Composition
| 1 | Technology | 11.77% |
| 2 | Financials | 5.25% |
| 3 | Healthcare | 4.68% |
| 4 | Consumer Discretionary | 4.48% |
| 5 | Communication Services | 4.13% |
