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
276
$41K 0.02%
+705
277
$41K 0.02%
2,279
-9,505
278
$39K 0.02%
+789
279
$39K 0.02%
+1,410
280
$39K 0.02%
+648
281
$39K 0.02%
+1,402
282
$39K 0.02%
+818
283
$38K 0.01%
+1,041
284
$37K 0.01%
+488
285
$37K 0.01%
+636
286
$37K 0.01%
+102
287
$37K 0.01%
+382
288
$35K 0.01%
+1,740
289
$35K 0.01%
+217
290
$34K 0.01%
+541
291
$34K 0.01%
+488
292
$34K 0.01%
+178
293
$34K 0.01%
+748
294
$34K 0.01%
+923
295
$33K 0.01%
+804
296
$33K 0.01%
+715
297
$33K 0.01%
+359
298
$33K 0.01%
+146
299
$33K 0.01%
+1,390
300
$33K 0.01%
+259
10 11
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