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

Top Buys

1
+$6.46M
2
+$4.5M
3
+$1.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$1.62M

Top Sells

1
+$3.6M
2
+$2.48M
3
+$2.12M
4
VTV icon
Vanguard Value ETF
VTV
+$1.89M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.79M

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
801
$6K ﹤0.01%
508
+422
802
$6K ﹤0.01%
+53
803
$6K ﹤0.01%
98
804
$6K ﹤0.01%
128
+21
805
$6K ﹤0.01%
485
+142
806
$6K ﹤0.01%
124
807
$6K ﹤0.01%
+3
808
$6K ﹤0.01%
86
-68
809
$6K ﹤0.01%
121
810
$6K ﹤0.01%
478
+388
811
$6K ﹤0.01%
128
+24
812
$6K ﹤0.01%
219
+61
813
$6K ﹤0.01%
5
+2
814
$6K ﹤0.01%
152
815
$6K ﹤0.01%
231
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816
$6K ﹤0.01%
134
817
$6K ﹤0.01%
54
818
$6K ﹤0.01%
+86
819
$6K ﹤0.01%
176
820
$6K ﹤0.01%
997
+968
821
$6K ﹤0.01%
92
+73
822
$6K ﹤0.01%
24
+10
823
$6K ﹤0.01%
13
824
$6K ﹤0.01%
+43
825
$6K ﹤0.01%
76
+71
31 32
33
34 35