BCI

Brinker Capital Investments Portfolio holdings

AUM $12.9B
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$7.11M
3
+$5.19M
4
OEF icon
iShares S&P 100 ETF
OEF
+$5.07M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.64M

Top Sells

1
+$10.4M
2
+$7.07M
3
+$6.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.34M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$5.13M

Sector Composition

1 Financials 0.27%
2 Technology 0.19%
3 Consumer Discretionary 0.18%
4 Communication Services 0.12%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
800
352
$9K ﹤0.01%
196
353
$9K ﹤0.01%
70
354
$8K ﹤0.01%
788
355
$8K ﹤0.01%
157
356
$8K ﹤0.01%
216
-496
357
$8K ﹤0.01%
352
358
$8K ﹤0.01%
1,160
+11
359
$7K ﹤0.01%
184
360
$7K ﹤0.01%
100
361
$7K ﹤0.01%
100
362
$7K ﹤0.01%
590
363
$7K ﹤0.01%
230
364
$7K ﹤0.01%
245
365
$7K ﹤0.01%
191
366
$6K ﹤0.01%
216
367
$6K ﹤0.01%
58
368
$6K ﹤0.01%
+114
369
$5K ﹤0.01%
134
370
$5K ﹤0.01%
333
+8
371
$5K ﹤0.01%
403
372
$4K ﹤0.01%
100
373
$4K ﹤0.01%
+93
374
$4K ﹤0.01%
+51
375
$3K ﹤0.01%
184
+4
13 14
15
16 17