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
751
$4K ﹤0.01%
+123
752
$4K ﹤0.01%
+317
753
$4K ﹤0.01%
+81
754
$4K ﹤0.01%
+80
755
$4K ﹤0.01%
+218
756
$4K ﹤0.01%
+173
757
$4K ﹤0.01%
+127
758
$4K ﹤0.01%
+141
759
$4K ﹤0.01%
+136
760
$4K ﹤0.01%
+96
761
$4K ﹤0.01%
+271
762
$4K ﹤0.01%
+2,481
763
$4K ﹤0.01%
+200
764
$4K ﹤0.01%
+203
765
$4K ﹤0.01%
+151
766
$4K ﹤0.01%
+235
767
$4K ﹤0.01%
+335
768
$4K ﹤0.01%
+284
769
$4K ﹤0.01%
+87
770
$4K ﹤0.01%
+107
771
$4K ﹤0.01%
+86
772
$4K ﹤0.01%
+103
773
$4K ﹤0.01%
+1,085
774
$4K ﹤0.01%
+365
775
$4K ﹤0.01%
+122
29 30
31
32 33