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
76
$467K 0.32%
3,421
+1,396
77
$462K 0.32%
+3,557
78
$459K 0.32%
30,400
79
$441K 0.31%
+1,841
80
$437K 0.3%
+2,054
81
$430K 0.3%
28,000
82
$425K 0.3%
2,805
-119
83
$413K 0.29%
5,500
84
$404K 0.28%
+13,610
85
$385K 0.27%
1,811
-1,089
86
$380K 0.26%
6,000
87
$377K 0.26%
2,675
88
$372K 0.26%
2,337
-101
89
$367K 0.26%
16,914
+1,443
90
$346K 0.24%
+2,079
91
$344K 0.24%
9,348
-653
92
$343K 0.24%
4,149
-246
93
$342K 0.24%
3,060
94
$334K 0.23%
1,841
-500
95
$319K 0.22%
1,900
96
$319K 0.22%
4,666
97
$306K 0.21%
3,820
-50
98
$305K 0.21%
1,301
+226
99
$303K 0.21%
1,150
100
$297K 0.21%
4,500
-500
2 3
4
5 6