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
101
$217K 0.14%
1,968
-131
102
$212K 0.14%
7,310
+4
103
$212K 0.14%
6,186
104
$206K 0.14%
+977
105
$201K 0.13%
+507
106
$155K 0.1%
12,891
107
$131K 0.09%
12,794
108
$102K 0.07%
+11,172
109
– –
-5,473
1 2 3 4
5