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
476
$12K ﹤0.01%
+1,566
477
$12K ﹤0.01%
+204
478
$12K ﹤0.01%
+624
479
$12K ﹤0.01%
+99
480
$12K ﹤0.01%
+270
481
$12K ﹤0.01%
+1,165
482
$12K ﹤0.01%
+238
483
$12K ﹤0.01%
+299
484
$12K ﹤0.01%
+148
485
$11K ﹤0.01%
+293
486
$11K ﹤0.01%
+980
487
$11K ﹤0.01%
+246
488
$11K ﹤0.01%
+137
489
$11K ﹤0.01%
+189
490
$11K ﹤0.01%
+296
491
$11K ﹤0.01%
+230
492
$11K ﹤0.01%
+290
493
$11K ﹤0.01%
+375
494
$11K ﹤0.01%
+440
495
$11K ﹤0.01%
+86
496
$11K ﹤0.01%
+400
497
$11K ﹤0.01%
+170
498
$11K ﹤0.01%
+568
499
$10K ﹤0.01%
+172
500
$10K ﹤0.01%
+66
18 19
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