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
51
$1.11M 0.6%
21,020
+199
52
$1.09M 0.59%
+2,070
53
$1.03M 0.55%
+7,647
54
$1.02M 0.55%
+2,800
55
$996K 0.54%
+2,574
56
$991K 0.53%
23,416
+2,224
57
$962K 0.52%
+1,907
58
$921K 0.5%
+2,152
59
$909K 0.49%
+5,517
60
$877K 0.47%
+4,563
61
$845K 0.45%
+2,431
62
$821K 0.44%
22,120
-140
63
$781K 0.42%
14,676
+2,628
64
$780K 0.42%
+12,960
65
$742K 0.4%
19,191
+8,831
66
$708K 0.38%
56,280
+1,345
67
$691K 0.37%
+9,430
68
$687K 0.37%
+1,400
69
$661K 0.36%
37,000
70
$652K 0.35%
+12,593
71
$645K 0.35%
+8,298
72
$619K 0.33%
+12,995
73
$589K 0.32%
+1,072
74
$577K 0.31%
+850
75
$556K 0.3%
+1,841
1 2
3
4 5