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
$299M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.68M
3
+$2.03M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.74M
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$1.69M

Top Sells

1
+$3.69M
2
+$2.61M
3
+$2.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.94M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.83M

Sector Composition

1 Technology 4.23%
2 Financials 3.6%
3 Consumer Discretionary 2.58%
4 Healthcare 2.3%
5 Energy 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$43K 0.01%
306
+90
302
$42K 0.01%
246
+69
303
$42K 0.01%
1,062
+258
304
$42K 0.01%
344
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305
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322
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$41K 0.01%
877
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307
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474
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308
$41K 0.01%
435
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309
$40K 0.01%
248
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310
$39K 0.01%
2,448
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311
$39K 0.01%
359
312
$39K 0.01%
836
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313
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314
$39K 0.01%
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315
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316
$38K 0.01%
437
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317
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324
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529
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325
$37K 0.01%
326
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