BCA
Berman Capital Advisors Portfolio holdings
AUM
$636M
1-Year Est. Return
30.04%
1 Year Est. Return
+30.04%
AUM
$299M
AUM Growth
+$44M
(+17%)
Holding
1,590
Top Buys
| 1 | +$6.66M | |
| 2 | +$4.68M | |
| 3 | +$2.03M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.74M |
| 5 |
Tortoise North American Pipeline Fund
TPYP
|
+$1.69M |
Top Sells
| 1 | +$3.69M | |
| 2 | +$2.61M | |
| 3 | +$2.25M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.94M |
| 5 |
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% |