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
$75M
AUM Growth
+$74K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.79M
3
+$2.26M
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$1.87M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.78M

Top Sells

1
+$2.91M
2
+$1.52M
3
+$1.46M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.41M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.13M

Sector Composition

1 Technology 17.86%
2 Financials 13.26%
3 Industrials 8.98%
4 Consumer Discretionary 7.42%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
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