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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
726
$8K ﹤0.01%
60
+48
727
$8K ﹤0.01%
124
728
$8K ﹤0.01%
351
+307
729
$8K ﹤0.01%
750
730
$8K ﹤0.01%
247
731
$8K ﹤0.01%
+575
732
$8K ﹤0.01%
306
+103
733
$8K ﹤0.01%
660
+325
734
$8K ﹤0.01%
2,223
+1,138
735
$8K ﹤0.01%
459
+358
736
$8K ﹤0.01%
+504
737
$8K ﹤0.01%
+83
738
$8K ﹤0.01%
1,038
+939
739
$8K ﹤0.01%
+257
740
$8K ﹤0.01%
102
+16
741
$8K ﹤0.01%
270
742
$8K ﹤0.01%
+92
743
$7K ﹤0.01%
509
+497
744
$7K ﹤0.01%
46
745
$7K ﹤0.01%
93
746
$7K ﹤0.01%
+299
747
$7K ﹤0.01%
105
748
$7K ﹤0.01%
124
+40
749
$7K ﹤0.01%
177
750
$7K ﹤0.01%
170
28 29
30
31 32