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
826
$3K ﹤0.01%
+481
827
$3K ﹤0.01%
+327
828
$3K ﹤0.01%
+394
829
$3K ﹤0.01%
+457
830
$3K ﹤0.01%
+285
831
$3K ﹤0.01%
+144
832
$3K ﹤0.01%
+59
833
$3K ﹤0.01%
+55
834
$3K ﹤0.01%
+176
835
$3K ﹤0.01%
+122
836
$3K ﹤0.01%
+88
837
$3K ﹤0.01%
+53
838
$3K ﹤0.01%
+28
839
$3K ﹤0.01%
+119
840
$3K ﹤0.01%
+228
841
$3K ﹤0.01%
+274
842
$3K ﹤0.01%
+125
843
$2K ﹤0.01%
+23
844
$2K ﹤0.01%
+129
845
$2K ﹤0.01%
+129
846
$2K ﹤0.01%
+414
847
$2K ﹤0.01%
+172
848
$2K ﹤0.01%
+67
849
$2K ﹤0.01%
+35
850
$2K ﹤0.01%
+37
32 33
34
35 36