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
51
$619K 0.5%
2,584
+1,412
52
$615K 0.49%
1,141
-205
53
$597K 0.48%
15,165
-1,530
54
$593K 0.47%
18,769
-218
55
$590K 0.47%
3,810
-17
56
$589K 0.47%
13,073
+2,636
57
$583K 0.47%
2,942
+200
58
$581K 0.47%
5,075
+151
59
$529K 0.42%
15,878
60
$528K 0.42%
1,957
61
$522K 0.42%
3,500
62
$519K 0.42%
10,715
+954
63
$503K 0.4%
11,456
+3,830
64
$469K 0.38%
796
65
$458K 0.37%
3,809
66
$447K 0.36%
9,030
+2,034
67
$447K 0.36%
4,114
-15
68
$445K 0.36%
716
69
$444K 0.36%
2,744
+650
70
$439K 0.35%
16,538
+3,540
71
$421K 0.34%
8,811
+1,747
72
$418K 0.33%
2,136
73
$405K 0.32%
10,036
74
$389K 0.31%
14,869
+95
75
$383K 0.31%
5,580
+53
1 2
3
4