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
876
$5K ﹤0.01%
211
+129
877
$5K ﹤0.01%
+292
878
$5K ﹤0.01%
95
-24
879
$5K ﹤0.01%
109
+99
880
$5K ﹤0.01%
+491
881
$5K ﹤0.01%
146
-25
882
$5K ﹤0.01%
+150
883
$5K ﹤0.01%
489
-676
884
$5K ﹤0.01%
9
+5
885
$5K ﹤0.01%
355
-160
886
$5K ﹤0.01%
+205
887
$5K ﹤0.01%
1,093
+308
888
$5K ﹤0.01%
342
+212
889
$5K ﹤0.01%
+56
890
$5K ﹤0.01%
572
+115
891
$5K ﹤0.01%
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892
$5K ﹤0.01%
328
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893
$5K ﹤0.01%
55
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894
$5K ﹤0.01%
125
895
$5K ﹤0.01%
21
896
$5K ﹤0.01%
+6
897
$5K ﹤0.01%
97
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898
$5K ﹤0.01%
387
899
$4K ﹤0.01%
50
900
$4K ﹤0.01%
+728
34 35
36
37 38