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
$299M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.68M
3
+$2.03M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.74M
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$1.69M

Top Sells

1
+$3.69M
2
+$2.61M
3
+$2.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.94M
5
INTF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$14K ﹤0.01%
1,735
+830
552
$14K ﹤0.01%
186
+68
553
$14K ﹤0.01%
+687
554
$14K ﹤0.01%
322
+168
555
$14K ﹤0.01%
324
+93
556
$14K ﹤0.01%
7,260
+2,873
557
$14K ﹤0.01%
283
+132
558
$14K ﹤0.01%
318
+48
559
$14K ﹤0.01%
764
+714
560
$14K ﹤0.01%
114
+34
561
$14K ﹤0.01%
456
+244
562
$14K ﹤0.01%
352
+78
563
$14K ﹤0.01%
434
+367
564
$14K ﹤0.01%
515
+268
565
$14K ﹤0.01%
270
+64
566
$14K ﹤0.01%
486
+430
567
$13K ﹤0.01%
81
+24
568
$13K ﹤0.01%
419
+394
569
$13K ﹤0.01%
169
+151
570
$13K ﹤0.01%
103
+27
571
$13K ﹤0.01%
65
-1
572
$13K ﹤0.01%
+399
573
$13K ﹤0.01%
480
574
$13K ﹤0.01%
1,202
+1,107
575
$13K ﹤0.01%
129
+36
21 22
23
24 25