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
$3.84B
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1 +$66.4M
2 +$43.8M
3 +$33.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26.6M

Top Sells

1 +$55.9M
2 +$45.4M
3 +$37.7M
4
NVDA icon
NVIDIA
NVDA
+$29.9M
5
XLNX
Xilinx Inc
XLNX
+$25.6M

Sector Composition

1 Technology 13.93%
2 Financials 6.08%
3 Healthcare 5.64%
4 Consumer Discretionary 4.94%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
-98,201
1027
-56,102