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
301
$33K 0.01%
+282
302
$33K 0.01%
+794
303
$33K 0.01%
+800
304
$32K 0.01%
+483
305
$32K 0.01%
+695
306
$32K 0.01%
+395
307
$32K 0.01%
+649
308
$32K 0.01%
+521
309
$31K 0.01%
+380
310
$31K 0.01%
+760
311
$31K 0.01%
+1,395
312
$31K 0.01%
+1,349
313
$31K 0.01%
+883
314
$30K 0.01%
+238
315
$30K 0.01%
+145
316
$30K 0.01%
+517
317
$30K 0.01%
+887
318
$30K 0.01%
+591
319
$29K 0.01%
+773
320
$29K 0.01%
+754
321
$29K 0.01%
399
-13,056
322
$29K 0.01%
+286
323
$28K 0.01%
+216
324
$28K 0.01%
+840
325
$27K 0.01%
+423
11 12
13
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