BI

Beckerman Institutional Portfolio holdings

AUM $151M
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.68M
3
+$5.78M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$5.62M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.17%
2 Communication Services 4.42%
3 Technology 1.81%
4 Consumer Staples 0.6%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.16%
+5,923
27
$1.35M 1.14%
+76,235
28
$1.35M 1.14%
+40,924
29
$1.28M 1.08%
+23,219
30
$1.23M 1.03%
+44,790
31
$1.19M 1%
+30,948
32
$1.15M 0.97%
+23,067
33
$1.13M 0.95%
+67,260
34
$1.12M 0.94%
+7,498
35
$1.03M 0.87%
+40,895
36
$983K 0.83%
+7,732
37
$976K 0.82%
+29,545
38
$940K 0.79%
+18,262
39
$928K 0.78%
+32,595
40
$918K 0.77%
+10,568
41
$877K 0.74%
+29,736
42
$825K 0.69%
+15,620
43
$813K 0.68%
+8,385
44
$765K 0.64%
+1,777
45
$757K 0.64%
+11,215
46
$750K 0.63%
+57,487
47
$728K 0.61%
+5,798
48
$722K 0.61%
+2,549
49
$710K 0.6%
+1,346
50
$691K 0.58%
+16,695
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