BI

Beckerman Institutional Portfolio holdings

AUM $188M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$870K
3
+$597K
4
MSFT icon
Microsoft
MSFT
+$506K
5
ABBV icon
AbbVie
ABBV
+$409K

Top Sells

1
+$388K
2
+$374K
3
+$201K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$136K
5
PLTR icon
Palantir
PLTR
+$109K

Sector Composition

1 Financials 12.41%
2 Communication Services 4.75%
3 Technology 2.27%
4 Consumer Staples 0.97%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.07%
26,595
-47
27
$1.78M 1.05%
8,521
+583
28
$1.78M 1.05%
6,972
+1,498
29
$1.74M 1.02%
34,856
+2,471
30
$1.64M 0.97%
74,919
-860
31
$1.64M 0.96%
58,818
+9,026
32
$1.61M 0.95%
22,673
+566
33
$1.59M 0.94%
18,232
-1,074
34
$1.55M 0.91%
33,823
-412
35
$1.52M 0.89%
2,928
+992
36
$1.39M 0.82%
41,017
-483
37
$1.33M 0.78%
11,165
-833
38
$1.13M 0.67%
38,318
+876
39
$1.12M 0.66%
19,547
-437
40
$1.08M 0.64%
28,587
-891
41
$1.07M 0.63%
3,400
+999
42
$957K 0.56%
2,917
+306
43
$928K 0.55%
11,850
+99
44
$878K 0.52%
14,648
+1
45
$859K 0.51%
8,007
-208
46
$858K 0.51%
9,679
-8
47
$845K 0.5%
16,691
+5,096
48
$844K 0.5%
5,798
49
$837K 0.49%
57,943
+16,069
50
$804K 0.47%
29,945
+3,959
1
2
3 4 5