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
51
$976K 0.68%
13,644
+3,742
52
$938K 0.65%
20,956
+710
53
$900K 0.63%
2,669
-2,495
54
$869K 0.6%
1,865
+1
55
$858K 0.6%
5,453
56
$848K 0.59%
2,268
+68
57
$766K 0.53%
9,930
-2
58
$720K 0.5%
4,385
59
$707K 0.49%
12,960
60
$674K 0.47%
8,631
61
$665K 0.46%
55,665
+150
62
$631K 0.44%
+21,389
63
$621K 0.43%
37,000
64
$612K 0.43%
23,510
+3,510
65
$597K 0.41%
1,085
66
$588K 0.41%
1,400
67
$566K 0.39%
2,073
+458
68
$543K 0.38%
+2,307
69
$538K 0.37%
4,548
70
$534K 0.37%
20,800
71
$523K 0.36%
+9,699
72
$523K 0.36%
5,992
-40
73
$509K 0.35%
+11,698
74
$498K 0.35%
9,671
75
$485K 0.34%
2,258
1 2
3
4 5