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
551
$8K ﹤0.01%
+250
552
$8K ﹤0.01%
+480
553
$8K ﹤0.01%
+116
554
$8K ﹤0.01%
+235
555
$8K ﹤0.01%
+93
556
$8K ﹤0.01%
+137
557
$8K ﹤0.01%
+689
558
$8K ﹤0.01%
+436
559
$8K ﹤0.01%
+83
560
$8K ﹤0.01%
+518
561
$8K ﹤0.01%
+178
562
$8K ﹤0.01%
+295
563
$8K ﹤0.01%
+118
564
$8K ﹤0.01%
+186
565
$8K ﹤0.01%
+900
566
$8K ﹤0.01%
+75
567
$8K ﹤0.01%
+4,387
568
$8K ﹤0.01%
+268
569
$8K ﹤0.01%
+97
570
$8K ﹤0.01%
+509
571
$8K ﹤0.01%
+84
572
$8K ﹤0.01%
+83
573
$8K ﹤0.01%
+515
574
$8K ﹤0.01%
+1,411
575
$8K ﹤0.01%
+374