BI
Beckerman Institutional Portfolio holdings
AUM $138M
AUM
$138M
AUM Growth
+$13.2M (+11%)
Cap. Flow
+$11M
Cap. Flow % of AUM
7.96%
Top 10 Holdings %Top 10 Hldgs %
43.53%
Holding
103
New
5
Increased
64
Reduced
16
Closed
1
Top Buys
| 1 | $2M | |
| 2 | $1.37M | |
| 3 | $773K | |
| 4 | $745K | |
| 5 | $517K |
Top Sells
| 1 | $147K | |
| 2 | $118K | |
| 3 | $117K | |
| 4 | $67K | |
| 5 | $55.6K |
Sector Composition
| 1 | Financials | 13.51% |
| 2 | Communication Services | 3.88% |
| 3 | Technology | 1.38% |
| 4 | Consumer Staples | 0.9% |
| 5 | Healthcare | 0.54% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.48M | 1.07% | 19,530 +1,059 | +6% | +$80.1K | |||
| $1.43M | 1.04% | 2,488 +6 | +0.2% | +$3.46K | |||
| $1.38M | 1% | 13,162 +369 | +3% | +$38.6K | |||
| $1.35M | 0.98% | 37,549 +3,821 | +11% | +$137K | |||
| $1.33M | 0.96% | 51,412 +3,589 | +8% | +$92.9K | |||
| $1.32M | 0.95% | 75,763 +8,954 | +13% | +$156K | |||
| $1.31M | 0.95% | 23,252 -71 | -0.3% | -$3.99K | |||
| $1.28M | 0.93% | 41,653 +21 | +0.1% | +$644 | |||
| $1.25M | 0.91% | 21,900 -2,066 | -9% | -$118K | |||
| $1.23M | 0.89% | 37,973 +4,354 | +13% | +$141K | |||
| $1.23M | 0.89% | 8,002 +270 | +3% | +$41.3K | |||
| $1.19M | 0.86% | 5,374 -213 | -4% | -$47.3K | |||
| $1.02M | 0.74% | 41,184 -4,720 | -10% | -$117K | |||
| $958K | 0.69% | 34,874 +4,307 | +14% | +$118K | |||
| $912K | 0.66% | 29,542 +163 | +0.6% | +$5.03K | |||
| $833K | 0.6% | 10,619 | – | – | |||
| $798K | 0.58% | 15,702 +214 | +1% | +$10.9K | |||
| $782K | 0.57% | 8,215 +610 | +8% | +$58.1K | |||
| $773K | 0.56% | 11,751 +507 | +5% | +$33.4K | |||
| $773K | 0.56% | 10,250 | New | +$773K | |||
| $762K | 0.55% | 18,919 +3,754 | +25% | +$151K | |||
| $760K | 0.55% | 16,987 +3,914 | +30% | +$175K | |||
| $726K | 0.53% | 27,564 +3,570 | +15% | +$94K | |||
| $718K | 0.52% | 2,611 +96 | +4% | +$26.4K | |||
| $717K | 0.52% | 59,077 +964 | +2% | +$11.7K |
