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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
826
$6K ﹤0.01%
186
-64
827
$6K ﹤0.01%
70
+25
828
$6K ﹤0.01%
760
-140
829
$6K ﹤0.01%
+164
830
$6K ﹤0.01%
47
-28
831
$6K ﹤0.01%
200
832
$6K ﹤0.01%
45
+21
833
$6K ﹤0.01%
86
834
$6K ﹤0.01%
+1,606
835
$6K ﹤0.01%
467
+6
836
$6K ﹤0.01%
+127
837
$6K ﹤0.01%
324
+199
838
$6K ﹤0.01%
421
+412
839
$6K ﹤0.01%
+38
840
$6K ﹤0.01%
760
+694
841
$5K ﹤0.01%
195
+189
842
$5K ﹤0.01%
76
843
$5K ﹤0.01%
+145
844
$5K ﹤0.01%
328
+118
845
$5K ﹤0.01%
+473
846
$5K ﹤0.01%
267
847
$5K ﹤0.01%
112
848
$5K ﹤0.01%
261
-2
849
$5K ﹤0.01%
+391
850
$5K ﹤0.01%
116
-17
32 33
34
35 36