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
76
$406K 0.29%
10,036
77
$401K 0.29%
1,391
+123
78
$396K 0.29%
5,693
+113
79
$364K 0.26%
+30,325
80
$362K 0.26%
4,000
+182
81
$355K 0.26%
634
82
$353K 0.26%
4,923
+418
83
$352K 0.25%
2,751
+21
84
$326K 0.24%
6,039
+195
85
$311K 0.23%
6,081
86
$299K 0.22%
604
87
$298K 0.22%
4,264
+97
88
$296K 0.21%
541
+120
89
$291K 0.21%
4,841
90
$290K 0.21%
4,561
-875
91
$281K 0.2%
1,568
92
$277K 0.2%
39,104
+16,389
93
$263K 0.19%
1,383
-15
94
$259K 0.19%
5,473
-520
95
$233K 0.17%
1,491
+36
96
$232K 0.17%
2,099
+55
97
$226K 0.16%
4,231
+3
98
$207K 0.15%
+7,306
99
$201K 0.15%
429
100
$200K 0.14%
+6,186
1 2 3
4
5