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
$125M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$839K
3
+$655K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$561K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$475K

Top Sells

1
+$404K
2
+$134K
3
+$115K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$110K
5
AAPL icon
Apple
AAPL
+$84.1K

Sector Composition

1 Financials 11.98%
2 Communication Services 4.56%
3 Technology 2.02%
4 Consumer Staples 0.79%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 10.25%
28,228
+186
2
$7.62M 6.1%
168,178
+46,218
3
$6.06M 4.85%
94,031
-245
4
$5.84M 4.68%
61,475
+2,899
5
$4.96M 3.97%
169,919
+13,781
6
$3.97M 3.18%
20,967
-214
7
$3.73M 2.99%
107,989
+7,185
8
$3.25M 2.6%
62,457
+881
9
$2.73M 2.19%
100,068
+5,517
10
$2.67M 2.14%
54,609
+3,552
11
$2.47M 1.98%
9,367
+643
12
$2.37M 1.9%
23,602
+1,075
13
$2.17M 1.74%
90,287
+15,915
14
$1.99M 1.6%
38,326
+9,128
15
$1.99M 1.59%
35,699
+1,634
16
$1.92M 1.54%
29,414
-65
17
$1.91M 1.53%
41,837
+6,930
18
$1.84M 1.48%
24,220
-195
19
$1.7M 1.36%
34,385
+11,318
20
$1.64M 1.32%
26,792
-303
21
$1.6M 1.28%
39,600
-1,494
22
$1.56M 1.25%
31,433
+13,171
23
$1.47M 1.18%
12,793
+910
24
$1.45M 1.16%
2,482
-84
25
$1.4M 1.12%
5,587
-336
1
2 3 4