BI

Beckerman Institutional Portfolio holdings

AUM $178M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$950K
3
+$626K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$460K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$446K

Top Sells

1
+$646K
2
+$259K
3
+$207K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$180K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$123K

Sector Composition

1 Financials 12.59%
2 Communication Services 4.17%
3 Technology 1.57%
4 Consumer Staples 0.88%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.09%
56,577
+5,165
27
$1.61M 1.07%
19,306
-224
28
$1.61M 1.07%
32,385
-1,750
29
$1.5M 0.99%
7,938
-64
30
$1.45M 0.96%
34,235
-4,588
31
$1.43M 0.95%
22,107
-1,145
32
$1.43M 0.95%
75,779
+16
33
$1.35M 0.89%
49,792
+14,918
34
$1.31M 0.87%
41,500
-153
35
$1.31M 0.87%
11,998
-1,164
36
$1.14M 0.75%
19,984
-1,916
37
$1.13M 0.75%
37,442
-531
38
$1.12M 0.75%
5,474
+100
39
$1.02M 0.67%
29,478
-64
40
$963K 0.64%
1,936
+42
41
$854K 0.57%
11,751
42
$835K 0.55%
14,647
-1,055
43
$794K 0.53%
2,611
44
$783K 0.52%
5,798
45
$773K 0.51%
9,687
-932
46
$765K 0.51%
8,215
47
$758K 0.5%
19,476
-671
48
$751K 0.5%
16,987
49
$731K 0.49%
18,232
-687
50
$724K 0.48%
1,274
1
2
3 4 5