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
1
$15.9M 11.03%
119,649
-754
2
$5.16M 3.58%
109,250
-350
3
$4.89M 3.4%
72,488
-1,548
4
$4.3M 2.99%
159,676
+5,543
5
$4.26M 2.96%
46,439
+449
6
$4.19M 2.91%
18,838
-134
7
$3.18M 2.21%
19,540
-1,020
8
$3.15M 2.19%
13,602
+407
9
$3M 2.09%
11,308
+245
10
$2.76M 1.92%
15,717
+5,022
11
$2.38M 1.65%
30,429
+198
12
$2.33M 1.62%
108,876
-3,744
13
$2.2M 1.53%
168,280
14
$2.18M 1.51%
20,343
+1,354
15
$2.08M 1.44%
4,153
+111
16
$1.98M 1.38%
39,780
-2,541
17
$1.95M 1.35%
5,562
+3,262
18
$1.91M 1.33%
54,530
-3,456
19
$1.89M 1.31%
21,388
+480
20
$1.84M 1.28%
7,492
+73
21
$1.81M 1.26%
11,900
+854
22
$1.81M 1.26%
20,680
-20
23
$1.76M 1.22%
16,439
+169
24
$1.64M 1.14%
4,626
+655
25
$1.61M 1.12%
45,915
1
2 3 4 5