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
801
$3K ﹤0.01%
+49
802
$3K ﹤0.01%
+711
803
$3K ﹤0.01%
+203
804
$3K ﹤0.01%
+141
805
$3K ﹤0.01%
+45
806
$3K ﹤0.01%
+45
807
$3K ﹤0.01%
+452
808
$3K ﹤0.01%
+33
809
$3K ﹤0.01%
+64
810
$3K ﹤0.01%
+126
811
$3K ﹤0.01%
+94
812
$3K ﹤0.01%
+30
813
$3K ﹤0.01%
+249
814
$3K ﹤0.01%
+107
815
$3K ﹤0.01%
+32
816
$3K ﹤0.01%
+51
817
$3K ﹤0.01%
+212
818
$3K ﹤0.01%
+4
819
$3K ﹤0.01%
+310
820
$3K ﹤0.01%
+100
821
$3K ﹤0.01%
+39
822
$3K ﹤0.01%
+236
823
$3K ﹤0.01%
+94
824
$3K ﹤0.01%
+785
825
$3K ﹤0.01%
+24
31 32
33
34 35