BC

Brinker Capital Portfolio holdings

AUM $3.13B
1-Year Est. Return 9.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$13.6M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.85M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.64M

Top Sells

1
+$5.47M
2
+$4.87M
3
+$4.66M
4
LOW icon
Lowe's Companies
LOW
+$3.8M
5
EXPE icon
Expedia Group
EXPE
+$3.32M

Sector Composition

1 Technology 11.78%
2 Healthcare 10.05%
3 Financials 9.54%
4 Industrials 7.97%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
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