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
351
$32K 0.01%
305
+105
352
$32K 0.01%
238
+181
353
$32K 0.01%
259
354
$32K 0.01%
274
+223
355
$31K 0.01%
299
+91
356
$31K 0.01%
3,553
+1,130
357
$31K 0.01%
336
358
$31K 0.01%
1,539
+683
359
$31K 0.01%
346
+140
360
$30K 0.01%
452
+89
361
$30K 0.01%
1,156
+62
362
$30K 0.01%
325
+177
363
$30K 0.01%
494
+97
364
$30K 0.01%
237
+50
365
$30K 0.01%
239
+54
366
$30K 0.01%
114
+50
367
$30K 0.01%
2,658
+18
368
$29K 0.01%
180
+35
369
$29K 0.01%
622
+392
370
$29K 0.01%
292
+188
371
$29K 0.01%
341
+117
372
$29K 0.01%
496
+196
373
$29K 0.01%
705
+255
374
$29K 0.01%
411
+122
375
$29K 0.01%
166
+18
13 14
15
16 17