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
651
$10K ﹤0.01%
+232
652
$10K ﹤0.01%
207
+99
653
$10K ﹤0.01%
3,125
+1,902
654
$10K ﹤0.01%
390
-31
655
$10K ﹤0.01%
62
+20
656
$10K ﹤0.01%
288
+214
657
$10K ﹤0.01%
3,047
+1,473
658
$10K ﹤0.01%
57
+8
659
$10K ﹤0.01%
106
+61
660
$10K ﹤0.01%
237
+56
661
$10K ﹤0.01%
264
+67
662
$10K ﹤0.01%
+293
663
$10K ﹤0.01%
+377
664
$10K ﹤0.01%
623
+114
665
$10K ﹤0.01%
177
+90
666
$10K ﹤0.01%
91
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667
$10K ﹤0.01%
471
668
$10K ﹤0.01%
576
+389
669
$10K ﹤0.01%
231
+194
670
$10K ﹤0.01%
+773
671
$10K ﹤0.01%
388
+326
672
$10K ﹤0.01%
198
673
$10K ﹤0.01%
292
+31
674
$10K ﹤0.01%
104
+67
675
$9K ﹤0.01%
91
+1
25 26
27
28 29