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

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
101
$135K 0.1%
12,891
102
$116K 0.08%
12,794
103
-4,024