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
51
$720K 0.48%
58,070
-1,007
52
$696K 0.46%
2,401
-100
53
$694K 0.46%
3,809
54
$691K 0.46%
5,140
55
$690K 0.46%
25,986
-1,578
56
$688K 0.46%
7,338
-305
57
$643K 0.43%
3,759
58
$642K 0.43%
3,500
59
$625K 0.42%
38,919
-3,326
60
$623K 0.41%
15,714
-164
61
$590K 0.39%
3,023
-81
62
$583K 0.39%
11,595
63
$567K 0.38%
7,500
-2,750
64
$560K 0.37%
2,736
65
$558K 0.37%
41,874
+11,549
66
$558K 0.37%
1,957
67
$514K 0.34%
10,865
-80
68
$512K 0.34%
772
-15
69
$501K 0.33%
16,366
-533
70
$494K 0.33%
796
71
$491K 0.33%
7,879
-1,264
72
$467K 0.31%
4,696
-56
73
$430K 0.29%
9,057
+201
74
$424K 0.28%
10,036
75
$423K 0.28%
17,444
-191
1 2
3
4 5