BCM
Breiter Capital Management Portfolio holdings
AUM
$202M
1-Year Return
21.36%
This Quarter Return
+7.18%
1 Year Return
+21.36%
3 Year Return
+108.82%
5 Year Return
–
10 Year Return
–
AUM
$69.6M
AUM Growth
–
Cap. Flow
+$69.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.24%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$3.73M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$2.76M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$2.41M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.65M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.16% |
| 2 | Financials | 9.62% |
| 3 | Industrials | 7.83% |
| 4 | Consumer Staples | 6.71% |
| 5 | Healthcare | 5.3% |
