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
376
$29K 0.01%
676
+138
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$29K 0.01%
289
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378
$29K 0.01%
371
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$28K 0.01%
545
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380
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768
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$28K 0.01%
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384
$28K 0.01%
862
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$27K 0.01%
1,077
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386
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144
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$27K 0.01%
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$27K 0.01%
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$26K 0.01%
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399
$26K 0.01%
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400
$26K 0.01%
601
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14 15
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