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
451
$14K 0.01%
+26
452
$14K 0.01%
+257
453
$14K 0.01%
+856
454
$14K 0.01%
+309
455
$14K 0.01%
+237
456
$14K 0.01%
+163
457
$14K 0.01%
+1,037
458
$14K 0.01%
+320
459
$13K 0.01%
+328
460
$13K 0.01%
+728
461
$13K 0.01%
+790
462
$13K 0.01%
+276
463
$13K 0.01%
+1,093
464
$13K 0.01%
+224
465
$13K 0.01%
+450
466
$13K 0.01%
+596
467
$13K 0.01%
+93
468
$13K 0.01%
+43
469
$13K 0.01%
+65
470
$13K 0.01%
+449
471
$13K 0.01%
+778
472
$13K 0.01%
+473
473
$12K ﹤0.01%
+459
474
$12K ﹤0.01%
+170
475
$12K ﹤0.01%
+168
17 18
19
20 21