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
101
$295K 0.2%
33,530
102
$285K 0.2%
22,422
+17
103
$273K 0.19%
2,364
+7
104
$272K 0.19%
+5,731
105
$272K 0.19%
5,846
-424
106
$266K 0.18%
6,660
107
$263K 0.18%
16,014
-1,723
108
$246K 0.17%
940
109
$245K 0.17%
+7,295
110
$241K 0.17%
5,500
111
$238K 0.17%
2,200
112
$238K 0.17%
+1,658
113
$238K 0.17%
+8,687
114
$237K 0.16%
+5,745
115
$220K 0.15%
+2,686
116
$218K 0.15%
+482
117
$217K 0.15%
975
-40
118
$217K 0.15%
+1,783
119
$216K 0.15%
15,243
+1,014
120
$210K 0.15%
6,400
121
$205K 0.14%
+2,053
122
$205K 0.14%
+3,041
123
$204K 0.14%
+3,724
124
$167K 0.12%
60,000
-30,000
125
$144K 0.1%
12,060
-1,520
2 3 4
5
6