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
$125M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$839K
3
+$655K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$561K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$475K

Top Sells

1
+$404K
2
+$134K
3
+$115K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$110K
5
AAPL icon
Apple
AAPL
+$84.1K

Sector Composition

1 Financials 11.98%
2 Communication Services 4.56%
3 Technology 2.02%
4 Consumer Staples 0.79%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.11%
25,037
+2,000
27
$1.38M 1.1%
23,966
+258
28
$1.37M 1.1%
23,323
+104
29
$1.32M 1.06%
41,632
+708
30
$1.3M 1.04%
18,471
+47
31
$1.21M 0.97%
47,823
+3,033
32
$1.18M 0.95%
66,809
-451
33
$1.17M 0.94%
32,964
+23,645
34
$1.16M 0.93%
33,728
+2,780
35
$1.13M 0.91%
45,904
+5,009
36
$1.12M 0.9%
7,732
+234
37
$992K 0.79%
33,619
+1,024
38
$927K 0.74%
10,619
+51
39
$895K 0.72%
29,379
-166
40
$846K 0.68%
51,585
-24,650
41
$826K 0.66%
30,567
+831
42
$822K 0.66%
1,951
+174
43
$786K 0.63%
7,605
-127
44
$779K 0.62%
8,404
+19
45
$775K 0.62%
11,244
+29
46
$746K 0.6%
5,798
47
$741K 0.59%
15,488
-132
48
$734K 0.59%
58,113
+626
49
$729K 0.58%
2,515
-34
50
$622K 0.5%
23,994
+5,931
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