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
76
$343K 0.29%
+7,064
77
$341K 0.29%
+3,086
78
$336K 0.28%
+5,852
79
$333K 0.28%
+6,081
80
$313K 0.26%
+3,218
81
$308K 0.26%
+1,268
82
$303K 0.26%
+7,626
83
$298K 0.25%
+4,104
84
$297K 0.25%
+604
85
$262K 0.22%
+1,408
86
$262K 0.22%
+1,567
87
$259K 0.22%
+5,453
88
$247K 0.21%
+1,172
89
$247K 0.21%
+4,841
90
$231K 0.19%
+4,225
91
$230K 0.19%
+1,534
92
$206K 0.17%
+415
93
$150K 0.13%
+12,891
94
$134K 0.11%
+10,287
95
$120K 0.1%
+15,227
96
$114K 0.1%
+12,668
1 2 3
4