BI

Beckerman Institutional Portfolio holdings

AUM $151M
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.68M
3
+$5.78M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$5.62M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.17%
2 Communication Services 4.42%
3 Technology 1.81%
4 Consumer Staples 0.6%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 10.87%
+28,042
2
$6.68M 5.62%
+94,276
3
$5.78M 4.86%
+121,960
4
$5.62M 4.73%
+58,576
5
$4.96M 4.18%
+156,138
6
$3.51M 2.96%
+21,181
7
$3.46M 2.91%
+100,804
8
$3.21M 2.7%
+61,576
9
$2.74M 2.31%
+51,057
10
$2.66M 2.24%
+94,551
11
$2.3M 1.94%
+8,724
12
$2.28M 1.92%
+22,527
13
$2.15M 1.81%
+29,479
14
$1.9M 1.6%
+34,065
15
$1.82M 1.53%
+74,372
16
$1.75M 1.47%
+24,415
17
$1.7M 1.43%
+27,095
18
$1.63M 1.37%
+41,094
19
$1.62M 1.36%
+34,907
20
$1.56M 1.32%
+29,198
21
$1.47M 1.24%
+2,566
22
$1.44M 1.21%
+18,424
23
$1.41M 1.19%
+23,708
24
$1.41M 1.19%
+23,037
25
$1.39M 1.17%
+11,883
1
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