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
576
$8K ﹤0.01%
+124
577
$8K ﹤0.01%
+50
578
$8K ﹤0.01%
+214
579
$8K ﹤0.01%
+121
580
$8K ﹤0.01%
+232
581
$8K ﹤0.01%
+858
582
$8K ﹤0.01%
+1,250
583
$8K ﹤0.01%
+563
584
$8K ﹤0.01%
+250
585
$7K ﹤0.01%
+150
586
$7K ﹤0.01%
+76
587
$7K ﹤0.01%
+586
588
$7K ﹤0.01%
+143
589
$7K ﹤0.01%
+112
590
$7K ﹤0.01%
+70
591
$7K ﹤0.01%
+261
592
$7K ﹤0.01%
+192
593
$7K ﹤0.01%
+105
594
$7K ﹤0.01%
+313
595
$7K ﹤0.01%
+200
596
$7K ﹤0.01%
+59
597
$7K ﹤0.01%
+54
598
$7K ﹤0.01%
+778
599
$7K ﹤0.01%
+140
600
$7K ﹤0.01%
+129