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
51
$667K 0.56%
+18,987
52
$620K 0.52%
+4,924
53
$574K 0.48%
+15,878
54
$562K 0.47%
+3,500
55
$556K 0.47%
+3,827
56
$551K 0.46%
+2,742
57
$515K 0.43%
+1,957
58
$482K 0.41%
+10,437
59
$481K 0.41%
+18,063
60
$481K 0.41%
+9,761
61
$462K 0.39%
+3,809
62
$459K 0.39%
+796
63
$445K 0.37%
+4,129
64
$423K 0.36%
+2,136
65
$422K 0.36%
+14,774
66
$420K 0.35%
+716
67
$408K 0.34%
+10,036
68
$396K 0.33%
+2,721
69
$389K 0.33%
+5,745
70
$376K 0.32%
+12,998
71
$364K 0.31%
+634
72
$355K 0.3%
+9,319
73
$353K 0.3%
+5,527
74
$351K 0.3%
+2,094
75
$348K 0.29%
+6,996
1 2
3
4