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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
751
$4K ﹤0.01%
+136
752
$4K ﹤0.01%
+96
753
$4K ﹤0.01%
+271
754
$4K ﹤0.01%
+2,481
755
$4K ﹤0.01%
+200
756
$4K ﹤0.01%
+107
757
$4K ﹤0.01%
+86
758
$4K ﹤0.01%
+103
759
$4K ﹤0.01%
+1,085
760
$4K ﹤0.01%
+365
761
$4K ﹤0.01%
+122
762
$4K ﹤0.01%
+109
763
$4K ﹤0.01%
+67
764
$4K ﹤0.01%
+21
765
$4K ﹤0.01%
+251
766
$4K ﹤0.01%
+121
767
$4K ﹤0.01%
+387
768
$4K ﹤0.01%
+104
769
$4K ﹤0.01%
+203
770
$4K ﹤0.01%
+87
771
$4K ﹤0.01%
+84
772
$4K ﹤0.01%
+124
773
$4K ﹤0.01%
+140
774
$4K ﹤0.01%
+232
775
$4K ﹤0.01%
+160
29 30
31
32 33