BCM
Breiter Capital Management Portfolio holdings
AUM $202M
1-Year Return
21.36%
This Quarter Return
+3.25%
1 Year Return
+21.36%
3 Year Return
+108.82%
5 Year Return
–
10 Year Return
–
AUM
$75M
AUM Growth
+$74K
(+0.1%)
Cap. Flow
-$4.71M
Cap. Flow
% of AUM
-6.28%
Top 10 Holdings %
Top 10 Hldgs %
38.47%
Holding
141
New
20
Increased
39
Reduced
24
Closed
57
Top Buys
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$3.38M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$2.79M |
| 3 |
First Trust Small Cap Growth AlphaDEX Fund
FYC
|
+$2.26M |
| 4 |
First Trust Emerging Markets AlphaDEX Fund
FEM
|
+$1.87M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$1.78M |
Top Sells
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Financials | 13.26% |
| 3 | Industrials | 8.98% |
| 4 | Consumer Discretionary | 7.42% |
| 5 | Healthcare | 7.06% |
