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
501
$10K ﹤0.01%
+192
502
$10K ﹤0.01%
+230
503
$10K ﹤0.01%
+99
504
$10K ﹤0.01%
+166
505
$10K ﹤0.01%
+1,079
506
$10K ﹤0.01%
+587
507
$10K ﹤0.01%
+270
508
$10K ﹤0.01%
+647
509
$10K ﹤0.01%
+146
510
$10K ﹤0.01%
+145
511
$10K ﹤0.01%
+189
512
$10K ﹤0.01%
+341
513
$10K ﹤0.01%
+133
514
$10K ﹤0.01%
+70
515
$10K ﹤0.01%
+450
516
$10K ﹤0.01%
+645
517
$10K ﹤0.01%
+135
518
$10K ﹤0.01%
+141
519
$10K ﹤0.01%
+856
520
$9K ﹤0.01%
+154
521
$9K ﹤0.01%
+206
522
$9K ﹤0.01%
+152
523
$9K ﹤0.01%
+278
524
$9K ﹤0.01%
+104
525
$9K ﹤0.01%
+148
19 20
21
22 23