BI
Beckerman Institutional Portfolio holdings
AUM $138M
This Quarter Return
+2.95%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$13.2M (+11%)
Cap. Flow
+$10.7M
Cap. Flow % of AUM
7.74%
Top 10 Holdings %Top 10 Hldgs %
43.53%
Holding
103
New
5
Increased
64
Reduced
16
Closed
1
Top Buys
| 1 | $2M | |
| 2 | $1.37M | |
| 3 | $773K | |
| 4 | $745K | |
| 5 | $517K |
Top Sells
| 1 | $304K | |
| 2 | $147K | |
| 3 | $118K | |
| 4 | $117K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $135K | 0.1% | 12,891 | – | – | |||
| $116K | 0.08% | 12,794 | – | – | |||
| – | – | -4,024 | Closed | -$304K |