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

Top Buys

1
+$6.66M
2
+$4.68M
3
+$2.03M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.74M
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$1.69M

Top Sells

1
+$3.69M
2
+$2.61M
3
+$2.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.94M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.83M

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
776
$7K ﹤0.01%
286
+71
777
$7K ﹤0.01%
250
778
$7K ﹤0.01%
+142
779
$7K ﹤0.01%
119
780
$7K ﹤0.01%
66
+33
781
$7K ﹤0.01%
104
+24
782
$7K ﹤0.01%
+218
783
$7K ﹤0.01%
+90
784
$7K ﹤0.01%
224
+132
785
$7K ﹤0.01%
65
+54
786
$7K ﹤0.01%
158
+64
787
$7K ﹤0.01%
59
+29
788
$7K ﹤0.01%
+95
789
$7K ﹤0.01%
+173
790
$7K ﹤0.01%
4,193
+1,712
791
$7K ﹤0.01%
202
+62
792
$7K ﹤0.01%
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793
$7K ﹤0.01%
232
794
$7K ﹤0.01%
26
+5
795
$7K ﹤0.01%
369
+85
796
$7K ﹤0.01%
265
+185
797
$7K ﹤0.01%
136
798
$7K ﹤0.01%
711
+384
799
$7K ﹤0.01%
355
800
$7K ﹤0.01%
261
+223
30 31
32
33 34