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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
$255M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.7M
3
+$10.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.77M

Top Sells

1
+$12M
2
+$6.55M
3
+$4.19M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.51M

Sector Composition

1 Technology 3.59%
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%
+168
902
$2K ﹤0.01%
+295
903
$2K ﹤0.01%
+206
904
$2K ﹤0.01%
+39
905
$2K ﹤0.01%
+125
906
$2K ﹤0.01%
+4
907
$2K ﹤0.01%
+265
908
$2K ﹤0.01%
+39
909
$2K ﹤0.01%
+36
910
$2K ﹤0.01%
+35
911
$2K ﹤0.01%
+194
912
$2K ﹤0.01%
+21
913
$2K ﹤0.01%
+130
914
$2K ﹤0.01%
+60
915
$2K ﹤0.01%
+187
916
$2K ﹤0.01%
+102
917
$2K ﹤0.01%
+186
918
$2K ﹤0.01%
+80
919
$2K ﹤0.01%
+32
920
$2K ﹤0.01%
+28
921
$2K ﹤0.01%
+176
922
$2K ﹤0.01%
+77
923
$2K ﹤0.01%
+92
924
$2K ﹤0.01%
+44
925
$2K ﹤0.01%
+72
35 36
37
38 39