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
851
$2K ﹤0.01%
+288
852
$2K ﹤0.01%
+250
853
$2K ﹤0.01%
+84
854
$2K ﹤0.01%
+26
855
$2K ﹤0.01%
+106
856
$2K ﹤0.01%
+52
857
$2K ﹤0.01%
+154
858
$2K ﹤0.01%
+406
859
$2K ﹤0.01%
+31
860
$2K ﹤0.01%
+221
861
$2K ﹤0.01%
+51
862
$2K ﹤0.01%
+133
863
$2K ﹤0.01%
+572
864
$2K ﹤0.01%
+50
865
$2K ﹤0.01%
+92
866
$2K ﹤0.01%
+57
867
$2K ﹤0.01%
+26
868
$2K ﹤0.01%
+90
869
$2K ﹤0.01%
+23
870
$2K ﹤0.01%
+22
871
$2K ﹤0.01%
+122
872
$2K ﹤0.01%
+102
873
$2K ﹤0.01%
+186
874
$2K ﹤0.01%
+80
875
$2K ﹤0.01%
+14
33 34
35
36 37