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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
901
$4K ﹤0.01%
50
902
$4K ﹤0.01%
+728
903
$4K ﹤0.01%
+1,042
904
$4K ﹤0.01%
209
905
$4K ﹤0.01%
148
+108
906
$4K ﹤0.01%
13
+7
907
$4K ﹤0.01%
426
+138
908
$4K ﹤0.01%
157
-72
909
$4K ﹤0.01%
+375
910
$4K ﹤0.01%
+166
911
$4K ﹤0.01%
92
+40
912
$4K ﹤0.01%
60
+30
913
$4K ﹤0.01%
207
+53
914
$4K ﹤0.01%
57
+52
915
$4K ﹤0.01%
41
+10
916
$4K ﹤0.01%
303
917
$4K ﹤0.01%
228
918
$4K ﹤0.01%
329
919
$4K ﹤0.01%
105
920
$4K ﹤0.01%
35
+20
921
$4K ﹤0.01%
49
-3,220
922
$4K ﹤0.01%
+72
923
$4K ﹤0.01%
40
+20
924
$4K ﹤0.01%
56
925
$4K ﹤0.01%
36
+16
35 36
37
38 39