Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PNI | PIMCO NEW YORK MUN FD II | Financial Services | 75,711.0 | $519K | 0.28% | NEW | — | $6.85 | +1.8% |
| 2 | SH | PROSHARES TR | — | 6,936.0 | $263K | 0.14% | NEW | — | $37.93 | -12.7% |
| 3 | FDX | FEDEX CORP | Industrials | 615.0 | $219K | 0.12% | NEW | — | $356.19 | +15.6% |
| 4 | VTV | VANGUARD INDEX FDS | — | 1,106.0 | $217K | 0.12% | NEW | — | $196.20 | +8.0% |
| 5 | T | AT&T INC | Communication Services | 7,298.0 | $212K | 0.11% | NEW | — | $28.99 | -14.1% |
| 6 | NFLX | NETFLIX INC. | Communication Services | 2,180.0 | $210K | 0.11% | NEW | — | $96.15 | -9.2% |
| 7 | MU | MICRON TECHNOLOGY INC | Technology | 614.0 | $207K | 0.11% | NEW | — | $337.84 | +174.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
49.9%
Communication Services
26.4%
Technology
11.5%
Consumer Defensive
5.2%
Healthcare
4.9%
Consumer Cyclical
1.6%
Industrials
0.6%