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
1
$15.1M 10.05%
31,167
+366
2
$8.74M 5.8%
188,922
+13,721
3
$7.45M 4.95%
215,468
+28,987
4
$7.4M 4.91%
97,283
-1,545
5
$6.27M 4.16%
65,433
+1,592
6
$4.26M 2.83%
118,989
+11,149
7
$4.19M 2.78%
63,907
-1,892
8
$3.96M 2.63%
22,467
-69
9
$3.8M 2.52%
96,235
+45,108
10
$3.38M 2.25%
61,258
+2,799
11
$3.15M 2.09%
11,268
+971
12
$3.03M 2.01%
114,440
+9,555
13
$2.82M 1.87%
115,746
+18,367
14
$2.79M 1.86%
27,154
+1,670
15
$2.71M 1.8%
63,204
+11,303
16
$2.33M 1.55%
50,404
+4,460
17
$2.23M 1.48%
41,226
+3,095
18
$2.18M 1.44%
41,176
-2,297
19
$2.1M 1.39%
32,844
+270
20
$1.94M 1.29%
24,220
21
$1.89M 1.26%
29,977
+2,191
22
$1.87M 1.24%
2,533
+45
23
$1.78M 1.18%
35,580
+1,947
24
$1.78M 1.18%
41,755
+4,206
25
$1.7M 1.13%
26,642
-152
1
2 3 4 5