BI

Beckerman Institutional Portfolio holdings

AUM $170M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.37M
3
+$773K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$745K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$517K

Top Sells

1
+$304K
2
+$147K
3
+$118K
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$117K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$67K

Sector Composition

1 Financials 13.51%
2 Communication Services 3.88%
3 Technology 1.38%
4 Consumer Staples 0.9%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.51%
1,894
-57
52
$707K 0.51%
5,798
53
$674K 0.49%
20,147
+1,378
54
$673K 0.49%
7,643
-761
55
$666K 0.48%
42,245
-9,340
56
$655K 0.47%
1,274
+133
57
$613K 0.44%
2,501
-83
58
$605K 0.44%
3,809
59
$604K 0.44%
3,500
60
$594K 0.43%
5,140
+65
61
$579K 0.42%
11,595
+880
62
$578K 0.42%
3,104
+162
63
$566K 0.41%
15,878
64
$558K 0.4%
3,759
-51
65
$539K 0.39%
9,143
+113
66
$531K 0.38%
2,736
+600
67
$503K 0.36%
1,957
68
$484K 0.35%
16,899
+2,030
69
$463K 0.34%
4,752
+638
70
$457K 0.33%
10,945
-511
71
$447K 0.32%
796
72
$447K 0.32%
17,635
+1,097
73
$441K 0.32%
2,745
+1
74
$427K 0.31%
787
+71
75
$421K 0.3%
8,856
+45
1 2
3
4 5