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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
$299M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$4.5M
3
+$1.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$1.62M

Top Sells

1
+$3.6M
2
+$2.48M
3
+$2.12M
4
VTV icon
Vanguard Value ETF
VTV
+$1.89M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.79M

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
701
$9K ﹤0.01%
689
702
$9K ﹤0.01%
432
-4
703
$9K ﹤0.01%
142
+13
704
$9K ﹤0.01%
58
+43
705
$9K ﹤0.01%
387
-296
706
$9K ﹤0.01%
88
+39
707
$9K ﹤0.01%
+144
708
$9K ﹤0.01%
230
+111
709
$9K ﹤0.01%
802
+310
710
$9K ﹤0.01%
198
+48
711
$9K ﹤0.01%
135
712
$9K ﹤0.01%
349
-25
713
$9K ﹤0.01%
45
+24
714
$9K ﹤0.01%
204
+95
715
$8K ﹤0.01%
163
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716
$8K ﹤0.01%
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717
$8K ﹤0.01%
95
-5
718
$8K ﹤0.01%
425
-318
719
$8K ﹤0.01%
66
+14
720
$8K ﹤0.01%
149
+102
721
$8K ﹤0.01%
200
+77
722
$8K ﹤0.01%
534
-722
723
$8K ﹤0.01%
206
+50
724
$8K ﹤0.01%
139
+28
725
$8K ﹤0.01%
200
+1
27 28
29
30 31