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
$186M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.86M
3
+$2.53M
4
ADBE icon
Adobe
ADBE
+$2.45M
5
UNH icon
UnitedHealth
UNH
+$2.37M

Top Sells

1
+$2.01M
2
+$1.42M
3
+$284K
4
RTX icon
RTX Corp
RTX
+$5.54K
5
FCX icon
Freeport-McMoran
FCX
+$5.2K

Sector Composition

1 Technology 32.8%
2 Financials 9.85%
3 Industrials 7.89%
4 Consumer Discretionary 7.45%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.03%
+7,893
27
$1.9M 1.02%
+5,025
28
$1.86M 1%
13,016
+468
29
$1.85M 1%
+11,148
30
$1.82M 0.98%
+2,080
31
$1.81M 0.97%
11,649
+69
32
$1.76M 0.95%
+5,740
33
$1.75M 0.94%
12,490
+1,743
34
$1.75M 0.94%
+7,172
35
$1.71M 0.92%
+3,983
36
$1.69M 0.91%
+8,485
37
$1.67M 0.9%
+4,072
38
$1.66M 0.89%
30,870
+3,061
39
$1.63M 0.88%
42,509
+6,994
40
$1.54M 0.83%
32,853
+2,208
41
$1.54M 0.83%
31,735
42
$1.48M 0.8%
+6,849
43
$1.44M 0.78%
+3,293
44
$1.41M 0.76%
+6,020
45
$1.37M 0.74%
17,632
46
$1.36M 0.73%
+33,954
47
$1.34M 0.72%
18,135
+356
48
$1.28M 0.69%
+49,546
49
$1.25M 0.67%
60,694
+8,167
50
$1.15M 0.62%
13,445
-65
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