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
826
$6K ﹤0.01%
128
+21
827
$6K ﹤0.01%
86
828
$6K ﹤0.01%
467
+6
829
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13
830
$6K ﹤0.01%
+43
831
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76
+71
832
$6K ﹤0.01%
+164
833
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47
-28
834
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200
835
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45
+21
836
$6K ﹤0.01%
+127
837
$6K ﹤0.01%
98
838
$6K ﹤0.01%
324
+199
839
$6K ﹤0.01%
421
+412
840
$6K ﹤0.01%
+1,606
841
$5K ﹤0.01%
195
+189
842
$5K ﹤0.01%
76
843
$5K ﹤0.01%
62
-5
844
$5K ﹤0.01%
57
+52
845
$5K ﹤0.01%
+36
846
$5K ﹤0.01%
125
+90
847
$5K ﹤0.01%
35
+9
848
$5K ﹤0.01%
200
849
$5K ﹤0.01%
+242
850
$5K ﹤0.01%
55
32 33
34
35 36