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
626
$6K ﹤0.01%
+90
627
$6K ﹤0.01%
+445
628
$6K ﹤0.01%
+116
629
$6K ﹤0.01%
+459
630
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+500
631
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632
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633
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634
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635
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+446
636
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+1,463
637
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+250
638
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+49
639
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+250
640
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641
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+125
642
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645
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646
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+75
647
$6K ﹤0.01%
+247
648
$6K ﹤0.01%
+171
649
$6K ﹤0.01%
+60
650
$6K ﹤0.01%
+21