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
776
$4K ﹤0.01%
+109
777
$4K ﹤0.01%
+140
778
$4K ﹤0.01%
+232
779
$4K ﹤0.01%
+160
780
$3K ﹤0.01%
+182
781
$3K ﹤0.01%
+210
782
$3K ﹤0.01%
+53
783
$3K ﹤0.01%
+33
784
$3K ﹤0.01%
+82
785
$3K ﹤0.01%
+343
786
$3K ﹤0.01%
+84
787
$3K ﹤0.01%
+209
788
$3K ﹤0.01%
+38
789
$3K ﹤0.01%
+252
790
$3K ﹤0.01%
+200
791
$3K ﹤0.01%
+158
792
$3K ﹤0.01%
+3
793
$3K ﹤0.01%
+105
794
$3K ﹤0.01%
+187
795
$3K ﹤0.01%
+329
796
$3K ﹤0.01%
+105
797
$3K ﹤0.01%
+152
798
$3K ﹤0.01%
+256
799
$3K ﹤0.01%
+99
800
$3K ﹤0.01%
1,223
-15,478
30 31
32
33 34