BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14.5M
3
+$10.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.01M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.78M

Top Sells

1
+$11.2M
2
+$6.21M
3
+$4.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.82M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.2M

Sector Composition

1 Technology 3.6%
2 Financials 3.48%
3 Industrials 2.47%
4 Healthcare 2.47%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.02%
15,280
-70,520
252
$50K 0.02%
+660
253
$49K 0.02%
+354
254
$49K 0.02%
+2,188
255
$49K 0.02%
+1,029
256
$48K 0.02%
+700
257
$48K 0.02%
+655
258
$47K 0.02%
+800
259
$46K 0.02%
+4,135
260
$46K 0.02%
+399
261
$46K 0.02%
+1,203
262
$45K 0.02%
+1,056
263
$44K 0.02%
+300
264
$44K 0.02%
+1,034
265
$43K 0.02%
+638
266
$43K 0.02%
+349
267
$43K 0.02%
+1,148
268
$42K 0.02%
976
-2,235
269
$42K 0.02%
+1,237
270
$42K 0.02%
+281
271
$42K 0.02%
+1,483
272
$42K 0.02%
+595
273
$41K 0.02%
+1,497
274
$41K 0.02%
+258
275
$41K 0.02%
+631
9 10
11
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