BIL
Beckerman Institutional LLC Portfolio
Invests via Beckerman Institutional LLC | Managed by Ashleigh Swayze, Daniel Mark Beckerman
Invests via Beckerman Institutional LLC
Managed by Ashleigh Swayze, Daniel Mark Beckerman
Automatically Tracked
Company Profile
Serving institutional pension plans and family offices, Beckerman Institutional LLC provides discretionary investment management and advisory services with emphasis on fixed income, liability-driven strategies and diversified income solutions. The firm allocates capital across US municipal and corporate credit, structured products and select private credit opportunities, targeting predictable cash flows and liability matching for clients.
Serving institutional pension plans and family offices, Beckerman Institutional LLC provides discretionary investment management and advisory services with emphasis on fixed income, liability-driven strategies and diversified income solutions. The firm allocates capital across US municipal and corporate credit, structured products and select private credit opportunities, targeting predictable cash flows and liability matching for clients.
Investment Philosophy & Strategy
Specializes in liability‑aware fixed‑income management for institutional pension plans and family offices, prioritizing predictable cash flows, capital preservation and liability matching. Allocates across US municipals, corporate credit, structured products and selective private credit with a bias toward high-quality, income-generating instruments. Emphasizes portfolio construction that blends duration management, credit selection and structured yield enhancement to deliver diversified income solutions within a conservative risk framework and multi-year horizon.
Specializes in liability‑aware fixed‑income management for institutional pension plans and family offices, prioritizing predictable cash flows, capital preservation and liability matching. Allocates across US municipals, corporate credit, structured products and selective private credit with a bias toward high-quality, income-generating instruments. Emphasizes portfolio construction that blends duration management, credit selection and structured yield enhancement to deliver diversified income solutions within a conservative risk framework and multi-year horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.05%
Gain +0.99%
Monthly
1.11%
Yearly
14.22%
Drawdown
11.19%
$213.99M
Equity
Holdings
$213.99M
Investment
$180.41M
$34.47M
Profit +$1.53M
Realized
$894,083.23
Unrealized
$33.58M
Dividends
$7.92M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.53M
Win %
75%
This Week
Compared To Last Week
Gain
0.72%
Profit
$1.53M
Win %
75%
This Month
Compared to last month
Gain
1.68%
Profit
$3.54M
Win %
75%
This Year
Compared to last year
Gain
1.82%
Profit
$3.82M
Win %
74%
META Meta Platforms Inc Class A
+0.71%
+$10,617.65 
PM Philip Morris International Inc.
+0.12%
+$837.98 
INCM Franklin Income Focus ETF
+0.1%
+$234.21 
JBND JPMorgan Active Bond ETF
+0.06%
+$279.42 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$1,152.7 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.01%
+$73.59 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
+$25.28 
FLGB Franklin FTSE United Kingdom ETF
0%
+$4.84 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
0%
+$12.56 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BX Blackstone Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.02 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
MU Micron Technology, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.02 
V Visa Inc. Class A
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DBND DoubleLine Opportunistic Bond ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.01 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FNCL Fidelity MSCI Financials Index ETF
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBBQ Invesco Nasdaq Biotechnology ETF
0%
-$1.15 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
IJS iShares S&P Small-Cap 600 Value ETF
0%
+$0.05 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
-$0.01 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IXUS iShares Core International Stock ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
0%
$0 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
0%
+$0.01 
MOAT VanEck Morningstar Wide Moat Fund
0%
+$0.01 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
-$0.01 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.13 
SH ProShares Short S&P500
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
UFEB Innovator U.S. Equity Ultra ETF
0%
+$0.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.03 
VOX Vanguard Communication Services ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.03 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.03 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.03 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
ECAT BlackRock ESG Capital Allocation Term Trust
0%
$0 
GGZ Gabelli Global Small & Mid Cap Value Trust
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
0%
$0 
BCV Bancroft Fund Ltd.
0%
$0 
PNI PIMCO New York Municipal Income Fund II
0%
$0 
ECF Ellsworth Growth and Income Fund Ltd.
0%
$0 
TY Tri-Continental Corporation
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$318,070.53 
AMZN Amazon.com Inc
-2.09%
-$14,701.31 
AAPL Apple Inc.
-1.09%
-$23,356.2 
MO Altria Group, Inc.
-0.78%
-$2,468.91 
RGT Royce Global Trust, Inc.
-0.52%
-$3,440.08 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$994.62 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,106.57 
IBB iShares Biotechnology ETF
-0.14%
-$707.85 
NVDA NVIDIA Corporation
-0.02%
-$375.45 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$166.54 
TNGY Tortoise Energy Fund, Inc.
0%
-$2.23 Events
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Dividends
Dividend Analysis
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| Trades 674 | Longs Won 470/674 69% | Profit Factor 17.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,303.88 |
| Average Win $77,731.44 | Best Trade (Aug 31) $3.74M | Sharpe Ratio -10.99 |
| Average Loss -$10,118.95 | Worst Trade (Sep 01) -$303,070.6 | Z-Score 11.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $51,141.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,972 | $1.65M | $2.13M | - | $471,737.78 | 28.52% | -1.087% |
| ABBV AbbVie Inc. | 2,028 | $470,018.52 | $502,883.16 | - | $32,864.64 | 6.99% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 734 | $426,387.92 | $344,657.04 | - | -$81,730.88 | -19.17% | 0.0 |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 41,857 | $1.23M | $1.54M | - | $313,122.77 | 25.44% | +0.001% |
| AMZN Amazon.com Inc | 2,526 | $509,916.48 | $687,754.02 | - | $177,837.54 | 34.88% | -2.093% |
| BAC Bank of America Corporation | 10,767 | $443,600.57 | $687,580.62 | - | $243,980.05 | 55% | 0.0 |
| BCV Bancroft Fund Ltd. | 72,888 | $1.23M | $1.82M | - | $587,382.59 | 47.82% | 0.0 |
| BINC iShares Flexible Income Active ETF | 51,301 | $2.72M | $2.67M | - | -$48,747.82 | -1.8% | 0.0 |
| BOND PIMCO Active Bond Exchange-Traded Fund | 40,972 | $3.79M | $3.7M | - | -$88,845.08 | -2.34% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 34,166 | $16.02M | $18.09M | - | $2.07M | 12.92% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 3,891 | $307,038.81 | $301,396.86 | - | -$5,641.95 | -1.84% | 0.0 |
| BX Blackstone Inc. | 1,885 | $321,839.53 | $267,029.1 | - | -$54,810.43 | -17.03% | 0.0 |
| CGNG Capital Group New Geography Equity ETF | 29,101 | $939,654.05 | $1.06M | - | $121,659.42 | 12.95% | 0.0 |
| COF Capital One Financial Corporation | 1,551 | $233,896.62 | $339,622.47 | - | $105,725.85 | 45.2% | 0.0 |
| CRM Salesforce Inc | 1,929 | $441,998.35 | $380,996.79 | - | -$61,001.56 | -13.8% | 0.0 |
| CSCO Cisco Systems, Inc. | 4,410 | $301,732.2 | $540,533.7 | - | $238,801.5 | 79.14% | 0.0 |
| DBND DoubleLine Opportunistic Bond ETF | 235,558 | $10.98M | $10.58M | - | -$396,610.03 | -3.61% | 0.0 |
| DELL Dell Technologies Inc. | 515 | $222,201.89 | $235,808.2 | - | $13,606.31 | 6.12% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 140,672 | $5M | $6.46M | - | $1.46M | 29.13% | 0.0 |
| DFAE Dimensional Emerging Core Equity Market ETF | 71,491 | $2.06M | $2.76M | - | $704,609.71 | 34.21% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Beckerman Institutional LLC?
The largest contributions to the portfolio's profits come from the following stocks: DoubleLine Opportunistic Bond ETF - $788,166.42, SPDR Gold MiniShares Trust - $574,602.58, iShares Core MSCI International Developed Markets ETF (IDEV) - $565,046.25, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $495,426.46, and Dimensional International Core Equity Market ETF - $394,868.07. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Netflix, Inc - $53,955, AT&T Inc - $52,677.38, PIMCO New York Municipal Income Fund II - $15,805.14, iShares U.S. Home Construction ETF - $15,286.93, and Stryker Corporation - $13,161.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beckerman Institutional LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.92M earned over time. The largest contributors to dividend income include DoubleLine Opportunistic Bond ETF - $788,166.42, PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $495,815.02, iShares Core MSCI International Developed Markets ETF (IDEV) - $489,817.7, Dimensional International Core Equity Market ETF - $394,868.07, and TCW Flexible Income ETF - $333,526.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beckerman Institutional LLC's monthly returns?
Beckerman Institutional LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Beckerman Institutional LLC's strategy be considered aggressive or moderate?
Beckerman Institutional LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Beckerman Institutional LLC's strategy?
Beckerman Institutional LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
