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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
851
$5K ﹤0.01%
+50
852
$5K ﹤0.01%
35
+30
853
$5K ﹤0.01%
377
-75
854
$5K ﹤0.01%
+94
855
$5K ﹤0.01%
103
+39
856
$5K ﹤0.01%
64
+28
857
$5K ﹤0.01%
+198
858
$5K ﹤0.01%
141
859
$5K ﹤0.01%
271
860
$5K ﹤0.01%
150
+81
861
$5K ﹤0.01%
281
+181
862
$5K ﹤0.01%
104
+48
863
$5K ﹤0.01%
109
+99
864
$5K ﹤0.01%
+491
865
$5K ﹤0.01%
+205
866
$5K ﹤0.01%
1,093
+308
867
$5K ﹤0.01%
342
+212
868
$5K ﹤0.01%
+56
869
$5K ﹤0.01%
572
+115
870
$5K ﹤0.01%
335
+285
871
$5K ﹤0.01%
211
+129
872
$5K ﹤0.01%
+292
873
$5K ﹤0.01%
95
-24
874
$5K ﹤0.01%
55
+22
875
$5K ﹤0.01%
125
33 34
35
36 37