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
$69.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.76M
3
+$2.41M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.16%
2 Financials 9.62%
3 Industrials 7.83%
4 Consumer Staples 6.71%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.33%
+9,450
102
$228K 0.33%
+4,310
103
$217K 0.31%
+852
104
$216K 0.31%
+4,019
105
$216K 0.31%
+1,575
106
$216K 0.31%
+3,061
107
$215K 0.31%
+7,301
108
$209K 0.3%
+5,470
109
$209K 0.3%
+1,819
110
$207K 0.3%
+6,200
111
$205K 0.29%
+10,482
112
$203K 0.29%
+2,195
113
$97K 0.14%
+15,400
114
$62K 0.09%
+10,230
1 2 3 4
5