BI

Beecher Investors Portfolio holdings

AUM $60.9M
1-Year Est. Return 0.18%
This Quarter Est. Return
1 Year Est. Return
-0.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.8M
3
+$8.67M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.11M
5
UNH icon
UnitedHealth
UNH
+$7.64M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.36%
2 Technology 24.81%
3 Consumer Staples 11.57%
4 Healthcare 9.26%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 21.62%
+59,652
2
$11.8M 14.3%
+66,410
3
$8.67M 10.51%
+25,782
4
$8.11M 9.84%
+18
5
$7.64M 9.26%
+15,215
6
$5.06M 6.13%
+20,158
7
$3.79M 4.6%
+26,200
8
$3.56M 4.31%
+73,725
9
$2.62M 3.17%
+18,080
10
$2.28M 2.76%
+17,070
11
$2.18M 2.64%
+26,910
12
$2.13M 2.58%
+12,776
13
$1.81M 2.2%
+29,650
14
$1.34M 1.63%
+14,460
15
$1M 1.21%
+3,730
16
$765K 0.93%
+8,055
17
$724K 0.88%
+20,066
18
$503K 0.61%
+8,112
19
$280K 0.34%
+2,450
20
$223K 0.27%
+6,650
21
$164K 0.2%
+3,460