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
401
$26K 0.01%
812
+339
402
$25K 0.01%
318
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403
$25K 0.01%
1,084
+356
404
$25K 0.01%
373
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405
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353
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406
$25K 0.01%
127
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407
$24K 0.01%
300
+54
408
$24K 0.01%
316
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409
$24K 0.01%
479
-339
410
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+508
411
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272
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412
$24K 0.01%
440
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413
$24K 0.01%
55
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414
$24K 0.01%
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415
$24K 0.01%
1,519
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416
$23K 0.01%
541
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417
$23K 0.01%
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418
$23K 0.01%
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420
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33
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421
$23K 0.01%
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422
$23K 0.01%
135
+42
423
$23K 0.01%
+548
424
$23K 0.01%
1,332
+9
425
$23K 0.01%
136
15 16
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