BCM

Breiter Capital Management Portfolio holdings

AUM $202M
1-Year Est. Return 21.36%
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.1M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$919K
3
+$887K
4
MSFT icon
Microsoft
MSFT
+$576K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$339K

Top Sells

1
+$3.49M
2
+$1.03M
3
+$458K
4
PFE icon
Pfizer
PFE
+$225K
5
KO icon
Coca-Cola
KO
+$212K

Sector Composition

1 Technology 21.03%
2 Financials 12.64%
3 Industrials 9.37%
4 Consumer Discretionary 7.63%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$969K 1.27%
3,261
-25
27
$957K 1.26%
17,393
28
$946K 1.24%
36,683
+3,457
29
$940K 1.24%
5,205
+4
30
$919K 1.21%
+10,666
31
$910K 1.2%
7,729
-405
32
$889K 1.17%
1,996
-9
33
$887K 1.17%
+11,629
34
$883K 1.16%
5,467
+4
35
$880K 1.16%
15,917
+735
36
$834K 1.1%
9,707
37
$821K 1.08%
5,974
-932
38
$820K 1.08%
3,021
-107
39
$727K 0.96%
14,708
-105
40
$685K 0.9%
51,969
+18,501
41
$676K 0.89%
29,250
+170
42
$664K 0.87%
11,404
43
$598K 0.79%
9,800
-140
44
$548K 0.72%
13,296
45
$542K 0.71%
1,860
+1,111
46
$542K 0.71%
2,496
-237
47
$533K 0.7%
19,794
-762
48
$529K 0.7%
8,694
49
$500K 0.66%
17,489
-2,469
50
$483K 0.64%
1,269
+300
1
2
3 4