BPA
Beacon Pointe Advisors Portfolio holdings
AUM
$9.57B
1-Year Return
17.16%
This Quarter Return
-13.49%
1 Year Return
+17.16%
3 Year Return
+69.51%
5 Year Return
+111.43%
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.51%
Holding
158
New
158
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$8.6M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.52M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.94M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$4.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Industrials | 5.26% |
| 3 | Financials | 5.2% |
| 4 | Communication Services | 4.3% |
| 5 | Consumer Discretionary | 3.7% |
