BI
Beckerman Institutional Portfolio holdings
AUM
$151M
This Quarter Return
+6.69%
1 Year Return
+13.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.4%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
