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
$86.3M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M

Top Sells

1
+$204K
2
+$192K
3
+$181K
4
WMT icon
Walmart
WMT
+$112K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$88.2K

Sector Composition

1 Financials 36.92%
2 Technology 22.2%
3 Consumer Staples 10.57%
4 Healthcare 8.75%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 24.28%
59,402
-250
2
$11.4M 13.21%
65,310
-1,100
3
$9.52M 11.02%
18
4
$7.77M 9%
25,196
-586
5
$7.55M 8.75%
14,815
-400
6
$4.64M 5.38%
20,158
7
$3.64M 4.22%
26,200
8
$3.55M 4.11%
71,475
-2,250
9
$2.91M 3.37%
60,066
+40,000
10
$2.52M 2.92%
18,080
11
$2.45M 2.84%
29,650
12
$1.8M 2.08%
17,070
13
$1.73M 2%
26,910
14
$1.72M 1.99%
12,776
15
$1.26M 1.46%
14,460
16
$837K 0.97%
3,385
-345
17
$757K 0.88%
8,055
18
$644K 0.75%
8,112
19
$364K 0.42%
2,450
20
$181K 0.21%
3,460
21
$135K 0.16%
4,850
-1,800