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
926
$2K ﹤0.01%
+194
927
$2K ﹤0.01%
+21
928
$2K ﹤0.01%
+130
929
$2K ﹤0.01%
+60
930
$2K ﹤0.01%
+187
931
$2K ﹤0.01%
+125
932
$1K ﹤0.01%
+48
933
$1K ﹤0.01%
+40
934
$1K ﹤0.01%
+38
935
$1K ﹤0.01%
+13
936
$1K ﹤0.01%
+31
937
$1K ﹤0.01%
+33
938
$1K ﹤0.01%
+220
939
$1K ﹤0.01%
+51
940
$1K ﹤0.01%
+36
941
$1K ﹤0.01%
+16
942
$1K ﹤0.01%
+243
943
$1K ﹤0.01%
+80
944
$1K ﹤0.01%
+76
945
$1K ﹤0.01%
+33
946
$1K ﹤0.01%
+12
947
$1K ﹤0.01%
+33
948
$1K ﹤0.01%
+6
949
$1K ﹤0.01%
+55
950
$1K ﹤0.01%
+126
36 37
38
39 40