BPA
Beacon Pointe Advisors Portfolio holdings
AUM
$9.57B
1-Year Return
17.16%
This Quarter Return
-17.01%
1 Year Return
+17.16%
3 Year Return
+69.51%
5 Year Return
+111.43%
10 Year Return
–
AUM
$628M
AUM Growth
+$305M
(+95%)
Cap. Flow
+$364M
Cap. Flow
% of AUM
57.94%
Top 10 Holdings %
Top 10 Hldgs %
31.88%
Holding
324
New
107
Increased
155
Reduced
28
Closed
30
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$26.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$21.5M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$21.1M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
$17M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$14.2M |
Top Sells
| 1 |
Zoom
ZM
|
$7.94M |
| 2 |
AT&T
T
|
$711K |
| 3 |
VeriSign
VRSN
|
$581K |
| 4 |
PepsiCo
PEP
|
$520K |
| 5 |
Aramark
ARMK
|
$499K |
Sector Composition
| 1 | Technology | 6.8% |
| 2 | Healthcare | 3.63% |
| 3 | Industrials | 2.74% |
| 4 | Financials | 2.73% |
| 5 | Consumer Discretionary | 2.22% |
