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
701
$5K ﹤0.01%
+136
702
$5K ﹤0.01%
+37
703
$5K ﹤0.01%
+69
704
$5K ﹤0.01%
+400
705
$5K ﹤0.01%
+63
706
$5K ﹤0.01%
+125
707
$5K ﹤0.01%
+813
708
$5K ﹤0.01%
+112
709
$5K ﹤0.01%
+124
710
$5K ﹤0.01%
+196
711
$5K ﹤0.01%
+70
712
$5K ﹤0.01%
+247
713
$5K ﹤0.01%
+132
714
$5K ﹤0.01%
+62
715
$5K ﹤0.01%
+46
716
$5K ﹤0.01%
+93
717
$5K ﹤0.01%
+57
718
$4K ﹤0.01%
+76
719
$4K ﹤0.01%
+50
720
$4K ﹤0.01%
+86
721
$4K ﹤0.01%
+65
722
$4K ﹤0.01%
+67
723
$4K ﹤0.01%
+21
724
$4K ﹤0.01%
+251
725
$4K ﹤0.01%
+121
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