BI
Beckerman Institutional Portfolio holdings
AUM
$151M
1-Year Est. Return
13.55%
1 Year Est. Return
+13.55%
AUM
$138M
AUM Growth
+$13.2M
(+11%)
Holding
103
Top Buys
| 1 | +$2M | |
| 2 | +$1.37M | |
| 3 | +$773K | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$745K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$517K |
Top Sells
| 1 | +$304K | |
| 2 | +$147K | |
| 3 | +$118K | |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$117K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
RGT
101
Royce Global Value Trust
RGT
$84.2M
| $135K | 0.1% |
12,891
|
|
||
|
ECF
102
Ellsworth Growth & Income Fund
ECF
$166M
| $116K | 0.08% |
12,794
|
|
||
103
Palantir
PLTR
$423B
| – | – |
-4,024
|
|