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
76
$372K 0.3%
634
77
$361K 0.29%
2,730
+9
78
$340K 0.27%
3,818
+600
79
$333K 0.27%
6,081
80
$330K 0.26%
5,436
-309
81
$315K 0.25%
604
82
$307K 0.25%
1,398
-10
83
$307K 0.25%
1,268
84
$305K 0.24%
5,844
-8
85
$304K 0.24%
+4,024
86
$281K 0.23%
5,993
+540
87
$280K 0.22%
1,568
+34
88
$280K 0.22%
+4,505
89
$277K 0.22%
1,455
-112
90
$276K 0.22%
4,167
+63
91
$253K 0.2%
4,841
92
$241K 0.19%
421
+6
93
$225K 0.18%
2,044
-1,042
94
$221K 0.18%
4,228
+3
95
$219K 0.18%
+429
96
$163K 0.13%
22,715
+7,488
97
$138K 0.11%
12,891
98
$124K 0.1%
12,794
+126
99
– –
-10,287
1 2 3
4