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
901
$2K ﹤0.01%
+85
902
$2K ﹤0.01%
+493
903
$2K ﹤0.01%
+182
904
$2K ﹤0.01%
+92
905
$2K ﹤0.01%
+44
906
$2K ﹤0.01%
+72
907
$2K ﹤0.01%
+23
908
$2K ﹤0.01%
+55
909
$2K ﹤0.01%
+56
910
$2K ﹤0.01%
+82
911
$2K ﹤0.01%
+24
912
$2K ﹤0.01%
+28
913
$2K ﹤0.01%
+22
914
$2K ﹤0.01%
+176
915
$2K ﹤0.01%
+77
916
$2K ﹤0.01%
+33
917
$2K ﹤0.01%
+168
918
$2K ﹤0.01%
+295
919
$2K ﹤0.01%
+206
920
$2K ﹤0.01%
+39
921
$2K ﹤0.01%
+4
922
$2K ﹤0.01%
+265
923
$2K ﹤0.01%
+39
924
$2K ﹤0.01%
+36
925
$2K ﹤0.01%
+35
35 36
37
38 39