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
376
$22K 0.01%
+247
377
$22K 0.01%
+1,088
378
$22K 0.01%
+493
379
$21K 0.01%
+220
380
$21K 0.01%
+185
381
$21K 0.01%
+283
382
$21K 0.01%
+75
383
$21K 0.01%
+363
384
$21K 0.01%
+115
385
$21K 0.01%
+147
386
$20K 0.01%
+284
387
$20K 0.01%
+1,323
388
$20K 0.01%
+910
389
$20K 0.01%
+160
390
$20K 0.01%
+1,425
391
$19K 0.01%
+171
392
$19K 0.01%
+729
393
$19K 0.01%
+325
394
$19K 0.01%
+163
395
$19K 0.01%
+405
396
$19K 0.01%
+787
397
$19K 0.01%
+352
398
$19K 0.01%
+683
399
$19K 0.01%
+139
400
$18K 0.01%
+639
14 15
16
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