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
$144M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.14M
3
+$881K
4
IRM icon
Iron Mountain
IRM
+$631K
5
TSLA icon
Tesla
TSLA
+$543K

Top Sells

1
+$2.69M
2
+$841K
3
+$789K
4
SH icon
ProShares Short S&P500
SH
+$347K
5
BABA icon
Alibaba
BABA
+$237K

Sector Composition

1 Technology 35.26%
2 Financials 8.74%
3 Industrials 7.84%
4 Consumer Discretionary 7.46%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.08%
51,159
-1,708
27
$1.49M 1.04%
17,682
+3,488
28
$1.49M 1.03%
3,960
+162
29
$1.46M 1.01%
30,339
+1,020
30
$1.43M 0.99%
5,254
+18
31
$1.43M 0.99%
6,515
+3
32
$1.41M 0.98%
11,103
-422
33
$1.38M 0.96%
9,420
+1,144
34
$1.33M 0.93%
5,792
+449
35
$1.33M 0.92%
7,539
+14
36
$1.3M 0.91%
1,807
+89
37
$1.29M 0.89%
7,303
+306
38
$1.22M 0.85%
10,164
+130
39
$1.2M 0.83%
26,984
+2,031
40
$1.2M 0.83%
+31,735
41
$1.17M 0.81%
3,714
+214
42
$1.14M 0.79%
17,632
43
$1.14M 0.79%
17,680
+3,983
44
$1.12M 0.78%
2,070
45
$1.1M 0.76%
34,616
+2,901
46
$1.07M 0.74%
53,065
+3,990
47
$1.06M 0.74%
7,657
-37
48
$1.02M 0.71%
5,415
+515
49
$1.02M 0.71%
2,495
+25
50
$1M 0.7%
2,811
-66
1
2
3 4 5