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
101
$380K 0.2%
+3,060
102
$378K 0.2%
+2,242
103
$373K 0.2%
+7,719
104
$366K 0.2%
+1,256
105
$361K 0.19%
+2,538
106
$360K 0.19%
+16,758
107
$354K 0.19%
22,446
+11
108
$348K 0.19%
+2,547
109
$343K 0.18%
+3,725
110
$336K 0.18%
+8,584
111
$333K 0.18%
+2,660
112
$333K 0.18%
+4,946
113
$328K 0.18%
15,082
+45
114
$324K 0.17%
+1,841
115
$323K 0.17%
+5,678
116
$316K 0.17%
+4,000
117
$309K 0.17%
+5,183
118
$293K 0.16%
+1,700
119
$289K 0.16%
16,233
+1,365
120
$288K 0.15%
+4,934
121
$286K 0.15%
+3,000
122
$282K 0.15%
+2,378
123
$278K 0.15%
+3,596
124
$277K 0.15%
+940
125
$275K 0.15%
+1,405
2 3 4
5
6