BPA
Beacon Pointe Advisors Portfolio holdings
AUM
$9.57B
This Quarter Return
+8.05%
1 Year Return
+17.16%
3 Year Return
+69.51%
5 Year Return
+111.43%
10 Year Return
–
AUM
$323M
AUM Growth
+$323M
(+39%)
Cap. Flow
+$74.3M
Cap. Flow
% of AUM
23.04%
Top 10 Holdings %
Top 10 Hldgs %
35.14%
Holding
225
New
53
Increased
105
Reduced
51
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$10.6M |
| 2 |
Zoom
ZM
|
$7.94M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$6.33M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$5.09M |
| 5 |
AT&T
T
|
$3.41M |
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$2.48M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.28M |
| 3 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
$1.98M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.28M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$1M |
Sector Composition
| 1 | Technology | 12.34% |
| 2 | Financials | 4.25% |
| 3 | Industrials | 3.48% |
| 4 | Healthcare | 3.44% |
| 5 | Communication Services | 3.34% |
