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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$6.46M
2
+$4.5M
3
+$1.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$1.62M

Top Sells

1
+$3.6M
2
+$2.48M
3
+$2.12M
4
VTV icon
Vanguard Value ETF
VTV
+$1.89M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.79M

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
501
$17K 0.01%
316
+222
502
$17K 0.01%
336
+320
503
$17K 0.01%
464
+337
504
$17K 0.01%
163
505
$16K 0.01%
+660
506
$16K 0.01%
230
+118
507
$16K 0.01%
276
508
$16K 0.01%
1,539
+460
509
$16K 0.01%
143
-239
510
$16K 0.01%
+558
511
$16K 0.01%
465
+444
512
$16K 0.01%
840
+193
513
$16K 0.01%
359
+46
514
$16K 0.01%
224
+78
515
$16K 0.01%
467
+393
516
$16K 0.01%
137
+62
517
$16K 0.01%
987
+233
518
$16K 0.01%
+470
519
$16K 0.01%
331
+187
520
$15K 0.01%
76
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521
$15K 0.01%
280
+247
522
$15K 0.01%
136
+53
523
$15K 0.01%
475
+75
524
$15K 0.01%
1,765
+1,512
525
$15K 0.01%
456
+81
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