BI

Beckerman Institutional Portfolio holdings

AUM $188M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10.9%
2 Communication Services 4.74%
3 Technology 2.06%
4 Consumer Staples 0.94%
5 Healthcare 0.88%