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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$21.2M
2
+$15.7M
3
+$10.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.77M

Top Sells

1
+$12M
2
+$6.55M
3
+$4.19M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.51M

Sector Composition

1 Technology 3.59%
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
676
$5K ﹤0.01%
+132
677
$5K ﹤0.01%
+62
678
$5K ﹤0.01%
+260
679
$5K ﹤0.01%
+134
680
$5K ﹤0.01%
+133
681
$5K ﹤0.01%
+215
682
$5K ﹤0.01%
+91
683
$5K ﹤0.01%
+94
684
$5K ﹤0.01%
+181
685
$5K ﹤0.01%
+291
686
$5K ﹤0.01%
+197
687
$5K ﹤0.01%
+51
688
$5K ﹤0.01%
+492
689
$5K ﹤0.01%
+54
690
$5K ﹤0.01%
+239
691
$5K ﹤0.01%
+98
692
$5K ﹤0.01%
+106
693
$5K ﹤0.01%
+151
694
$5K ﹤0.01%
+72
695
$5K ﹤0.01%
+150
696
$5K ﹤0.01%
+108
697
$5K ﹤0.01%
+101
698
$5K ﹤0.01%
+149
699
$5K ﹤0.01%
+36
700
$5K ﹤0.01%
+289
26 27
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29 30