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
76
$420K 0.28%
5,673
-20
77
$393K 0.26%
2,388
-357
78
$388K 0.26%
57,744
+18,640
79
$387K 0.26%
1,268
-123
80
$374K 0.25%
15,007
-26,177
81
$356K 0.24%
4,000
82
$352K 0.23%
5,872
-167
83
$348K 0.23%
4,923
84
$346K 0.23%
+8,114
85
$339K 0.23%
2,682
-69
86
$336K 0.22%
1,579
+11
87
$331K 0.22%
6,081
88
$328K 0.22%
604
89
$319K 0.21%
450
-91
90
$318K 0.21%
4,113
-151
91
$317K 0.21%
+6,173
92
$310K 0.21%
+10,752
93
$310K 0.21%
1,412
+29
94
$293K 0.19%
4,026
-535
95
$284K 0.19%
4,841
96
$276K 0.18%
+2,026
97
$274K 0.18%
443
-191
98
$244K 0.16%
1,376
-115
99
$237K 0.16%
429
100
$227K 0.15%
4,234
+3
1 2 3
4
5