Asset Manager
← All Institutions
Beckerman Institutional, LLC
77 MAIN AVENUE SUITE 1A, OCEAN GROVE, NJ 07756 • 877-892-7738
Market Value
$170M
+12.8%
Holdings
118
+9
New Purchases
10
Added To
55
Closed
3
Reduced
34
Top 10 Concentration
42.5%
Turnover
11.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOGL | 3.34% | 2.63% | +0.71% | $6M |
| DFAI | 5.32% | 4.95% | +0.37% | $9M |
| AAPL | 1.05% | 0.75% | +0.30% | $2M |
| ABBV | 0.27% | 0.00% | +0.27% | $465K |
| MSFT | 0.89% | 0.64% | +0.25% | $2M |
| FLXR | 2.77% | 2.52% | +0.25% | $5M |
| JNJ | 0.24% | 0.00% | +0.24% | $407K |
| SPSM | 0.45% | 0.23% | +0.22% | $760K |
| V | 0.21% | 0.00% | +0.21% | $350K |
| IAUM | 0.20% | 0.00% | +0.20% | $336K |
| BX | 0.19% | 0.00% | +0.19% | $321K |
| CSCO | 0.19% | 0.00% | +0.19% | $319K |
| BSV | 0.18% | 0.00% | +0.18% | $307K |
| WMT | 0.17% | 0.00% | +0.17% | $291K |
| JPM | 0.63% | 0.46% | +0.17% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BRK-B | 9.36% | 10.05% | -0.69% | $16M |
| IDEV | 4.51% | 4.91% | -0.40% | $8M |
| LDUR | 3.82% | 4.16% | -0.34% | $6M |
| DBND | 5.53% | 5.80% | -0.27% | $9M |
| PNI | 0.00% | 0.26% | -0.26% | $0 |
| UCON | 0.00% | 0.25% | -0.25% | $0 |
| STIP | 1.67% | 1.86% | -0.19% | $3M |
| META | 1.09% | 1.24% | -0.15% | $2M |
| SYK | 0.00% | 0.13% | -0.13% | $0 |
| IEFA | 0.94% | 1.07% | -0.13% | $2M |
| JEPI | 0.66% | 0.75% | -0.10% | $1M |
| PM | 0.36% | 0.46% | -0.10% | $618K |
| BINC | 1.35% | 1.44% | -0.09% | $2M |
| VO | 2.00% | 2.09% | -0.09% | $3M |
| IJR | 0.78% | 0.87% | -0.09% | $1M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 90.9% |
| Communication Services | 4.8% |
| Technology | 2.1% |
| Healthcare | 0.9% |
| Consumer Defensive | 0.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 25 | $40M | 23.4% |
| Large Cap | 51 | $76M | 44.5% |
| Mid Cap | 19 | $15M | 8.7% |
| Small Cap | 16 | $37M | 21.5% |
| Micro Cap | 7 | $3M | 1.9% |
Portfolio Analytics
Avg Market Cap
$326.2B
Median Market Cap
$17.7B
Avg P/E
26.2
Median P/E
21.1
Avg Dividend Yield
0.03%
Avg Beta
0.83
# Stocks
27
# ETFs / Funds
91
Top Holdings (118 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | 9.36% | 31,637 | $16M | $502.73 | $765K | +470 | +1.5% | |
| 2 | DBND | 5.53% | 201,856 | $9M | $46.53 | $656K | +12,934 | +6.8% | |
| 3 | DFAI | 5.32% | 248,522 | $9M | $36.35 | $2M | +33,054 | +15.3% | |
| 4 | IDEV | 4.51% | 95,532 | $8M | $80.17 | $262K | -1,751 | -1.8% | |
| 5 | LDUR | 3.82% | 67,494 | $6M | $96.14 | $219K | +2,061 | +3.1% | |
| 6 | GOOGL | 3.34% | 23,325 | $6M | $243.12 | $2M | +858 | +3.8% | |
| 7 | GLDM | 2.84% | 63,111 | $5M | $76.45 | $638K | -796 | -1.2% | |
| 8 | DFAC | 2.82% | 123,996 | $5M | $38.57 | $518K | +5,007 | +4.2% | |
| 9 | FLXR | 2.77% | 118,222 | $5M | $39.80 | $909K | +21,987 | +22.9% | |
| 10 | DGS | 2.17% | 64,450 | $4M | $57.10 | $296K | +3,192 | +5.2% | |
| 11 | VO | 2.00% | 11,580 | $3M | $293.72 | $248K | +312 | +2.8% | |
| 12 | SCHD | 1.95% | 121,158 | $3M | $27.30 | $275K | +6,718 | +5.9% | |
| 13 | DFIV | 1.85% | 68,120 | $3M | $46.12 | $435K | +4,916 | +7.8% | |
| 14 | SCHO | 1.82% | 126,705 | $3M | $24.40 | $270K | +10,959 | +9.5% | |
| 15 | STIP | 1.67% | 27,392 | $3M | $103.36 | $37K | +238 | +0.9% | |
| 16 | DFAT | 1.48% | 43,293 | $3M | $58.21 | $295K | +2,067 | +5.0% | |
| 17 | JPIE | 1.47% | 53,989 | $3M | $46.41 | $171K | +3,585 | +7.1% | |
| 18 | BINC | 1.35% | 43,154 | $2M | $53.24 | $122K | +1,978 | +4.8% | |
| 19 | FHLC | 1.33% | 33,847 | $2M | $66.87 | $163K | +1,003 | +3.0% | |
| 20 | MTBA | 1.29% | 43,629 | $2M | $50.35 | $415K | +8,049 | +22.6% | |
| 21 | EMXC | 1.28% | 32,085 | $2M | $67.51 | $273K | +2,108 | +7.0% | |
| 22 | SCHC | 1.25% | 46,736 | $2M | $45.51 | $349K | +4,981 | +11.9% | |
| 23 | ONEQ | 1.25% | 23,834 | $2M | $89.13 | $184K | -386 | -1.6% | |
| 24 | DFAE | 1.17% | 62,829 | $2M | $31.53 | $343K | +6,252 | +11.1% | |
| 25 | META | 1.09% | 2,531 | $2M | $734.32 | -$10K | -2 | -0.1% | |
| 26 | DGRO | 1.07% | 26,595 | $2M | $68.08 | $107K | -47 | -0.2% | |
| 27 | ITA | 1.05% | 8,521 | $2M | $209.27 | $286K | +583 | +7.3% | |
| 28 | AAPL | 1.05% | 6,972 | $2M | $254.64 | $652K | +1,498 | +27.4% | |
| 29 | PULS | 1.02% | 34,856 | $2M | $49.83 | $126K | +2,471 | +7.6% | |
| 30 | BCV | 0.97% | 74,919 | $2M | $21.88 | $207K | -860 | -1.1% | |
| 31 | FREL | 0.96% | 58,818 | $2M | $27.81 | $290K | +9,026 | +18.1% | |
| 32 | FCOM | 0.95% | 22,673 | $2M | $70.97 | $176K | +566 | +2.6% | |
| 33 | IEFA | 0.94% | 18,232 | $2M | $87.31 | -$20K | -1,074 | -5.6% | |
| 34 | DFAU | 0.91% | 33,823 | $2M | $45.76 | $98K | -412 | -1.2% | |
| 35 | MSFT | 0.89% | 2,928 | $2M | $517.75 | $553K | +992 | +51.2% | |
| 36 | TY | 0.82% | 41,017 | $1M | $34.00 | $81K | -483 | -1.2% | |
| 37 | IJR | 0.78% | 11,165 | $1M | $118.84 | $16K | -833 | -6.9% | |
| 38 | AMJB | 0.67% | 38,318 | $1M | $29.52 | -$2K | +876 | +2.3% | |
| 39 | JEPI | 0.66% | 19,547 | $1M | $57.10 | -$20K | -437 | -2.2% | |
| 40 | XSOE | 0.64% | 28,587 | $1M | $37.94 | $68K | -891 | -3.0% | |
| 41 | JPM | 0.63% | 3,400 | $1M | $315.49 | $377K | +999 | +41.6% | |
| 42 | VTI | 0.56% | 2,917 | $957K | $328.22 | $163K | +306 | +11.7% | |
| 43 | SPYM | 0.55% | 11,850 | $928K | $78.34 | $74K | +99 | +0.8% | |
| 44 | VEA | 0.52% | 14,648 | $878K | $59.92 | $43K | +1 | +0.0% | |
| 45 | ITB | 0.51% | 8,007 | $859K | $107.25 | $94K | -208 | -2.5% | |
| 46 | SLYV | 0.51% | 9,679 | $858K | $88.65 | $85K | -8 | -0.1% | |
| 47 | VTIP | 0.50% | 16,691 | $845K | $50.63 | $262K | +5,096 | +44.0% | |
| 48 | ITOT | 0.50% | 5,798 | $844K | $145.65 | $61K | — | — | |
| 49 | GGZ | 0.49% | 57,943 | $837K | $14.45 | $279K | +16,069 | +38.4% | |
| 50 | PYLD | 0.47% | 29,945 | $804K | $26.84 | $114K | +3,959 | +15.2% | |
| 51 | VOO | 0.46% | 1,277 | $782K | $612.30 | $58K | +3 | +0.2% | |
| 52 | MINO | 0.45% | 16,987 | $770K | $45.31 | $19K | — | — | |
| 53 | SPSM | 0.45% | 16,414 | $760K | $46.32 | $414K | +8,300 | +102.3% | |
| 54 | VSS | 0.43% | 5,139 | $733K | $142.55 | $42K | -1 | -0.0% | |
| 55 | NFJ | 0.43% | 56,155 | $731K | $13.01 | $11K | -1,915 | -3.3% | |
| 56 | IAU | 0.42% | 9,836 | $716K | $72.77 | $225K | +1,957 | +24.8% | |
| 57 | PDN | 0.42% | 17,399 | $715K | $41.11 | -$43K | -2,077 | -10.7% | |
| 58 | VOX | 0.41% | 3,707 | $696K | $187.73 | $53K | -52 | -1.4% | |
| 59 | MOAT | 0.41% | 7,019 | $696K | $99.12 | $8K | -319 | -4.3% | |
| 60 | TOTL | 0.40% | 16,646 | $675K | $40.57 | -$56K | -1,586 | -8.7% | |
| 61 | VBR | 0.37% | 3,024 | $631K | $208.64 | $41K | +1 | +0.0% | |
| 62 | PM | 0.36% | 3,809 | $618K | $162.20 | -$76K | — | — | |
| 63 | ECAT | 0.36% | 36,816 | $604K | $16.40 | -$21K | -2,103 | -5.4% | |
| 64 | VV | 0.35% | 1,957 | $602K | $307.86 | $44K | — | — | |
| 65 | GSIE | 0.35% | 14,647 | $602K | $41.11 | -$21K | -1,067 | -6.8% | |
| 66 | ICE | 0.35% | 3,500 | $590K | $168.48 | -$52K | — | — | |
| 67 | VGT | 0.34% | 773 | $576K | $745.71 | $64K | +1 | +0.1% | |
| 68 | VBIL | 0.33% | 7,500 | $567K | $75.62 | $116 | — | — | |
| 69 | BAC | 0.33% | 10,866 | $561K | $51.59 | $47K | +1 | +0.0% | |
| 70 | VIG | 0.33% | 2,592 | $559K | $215.79 | -$673 | -144 | -5.3% | |
| 71 | IVV | 0.31% | 797 | $533K | $668.90 | $39K | +1 | +0.1% | |
| 72 | FLGB | 0.31% | 16,346 | $528K | $32.31 | $27K | -20 | -0.1% | |
| 73 | AMZN | 0.31% | 2,366 | $520K | $219.60 | $210K | +954 | +67.6% | |
| 74 | IJS | 0.30% | 4,608 | $510K | $110.60 | $43K | -88 | -1.9% | |
| 75 | ABBV | 0.27% | 2,008 | $465K | $231.54 | — | +2,008 | — | NEW |
| 76 | PRF | 0.27% | 10,036 | $454K | $45.21 | $30K | — | — | |
| 77 | GLD | 0.27% | 1,269 | $451K | $355.19 | $64K | +1 | +0.1% | |
| 78 | PFE | 0.26% | 17,537 | $447K | $25.48 | $24K | +93 | +0.5% | |
| 79 | FNCL | 0.25% | 5,673 | $433K | $76.35 | $13K | — | — | |
| 80 | DFNM | 0.25% | 8,887 | $426K | $47.98 | -$4K | -170 | -1.9% | |
| 81 | VOE | 0.25% | 2,390 | $417K | $174.43 | $24K | +2 | +0.1% | |
| 82 | KO | 0.24% | 6,243 | $414K | $66.32 | $66K | +1,320 | +26.8% | |
| 83 | JNJ | 0.24% | 2,195 | $407K | $185.39 | — | +2,195 | — | NEW |
| 84 | CGNG | 0.23% | 12,664 | $391K | $30.90 | $81K | +1,912 | +17.8% | |
| 85 | MUNI | 0.22% | 7,148 | $374K | $52.28 | $57K | +975 | +15.8% | |
| 86 | IBB | 0.22% | 2,550 | $368K | $144.37 | $29K | -132 | -4.9% | |
| 87 | VNQ | 0.22% | 4,001 | $366K | $91.40 | $10K | +1 | +0.0% | |
| 88 | GS | 0.21% | 450 | $358K | $796.60 | $39K | — | — | |
| 89 | IEMG | 0.21% | 5,392 | $355K | $65.92 | $3K | -480 | -8.2% | |
| 90 | V | 0.21% | 1,024 | $350K | $341.38 | — | +1,024 | — | NEW |
| 91 | SPMD | 0.20% | 6,081 | $348K | $57.19 | $17K | — | — | |
| 92 | IXUS | 0.20% | 4,101 | $339K | $82.59 | $21K | -12 | -0.3% | |
| 93 | IAUM | 0.20% | 8,725 | $336K | $38.50 | — | +8,725 | — | NEW |
| 94 | GOOG | 0.20% | 1,377 | $335K | $243.47 | $91K | +1 | +0.1% | |
| 95 | COF | 0.19% | 1,551 | $330K | $212.58 | -$6K | -28 | -1.8% | |
| 96 | BX | 0.19% | 1,881 | $321K | $170.85 | — | +1,881 | — | NEW |
| 97 | MO | 0.19% | 4,841 | $320K | $66.06 | $36K | — | — | |
| 98 | CSCO | 0.19% | 4,668 | $319K | $68.42 | — | +4,668 | — | NEW |
| 99 | BSV | 0.18% | 3,891 | $307K | $78.91 | — | +3,891 | — | NEW |
| 100 | SCZ | 0.18% | 3,998 | $307K | $76.72 | $14K | -28 | -0.7% |