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
951
$1K ﹤0.01%
+127
952
$1K ﹤0.01%
+77
953
$1K ﹤0.01%
+76
954
$1K ﹤0.01%
+12
955
$1K ﹤0.01%
+43
956
$1K ﹤0.01%
+26
957
$1K ﹤0.01%
+147
958
$1K ﹤0.01%
+22
959
$1K ﹤0.01%
+25
960
$1K ﹤0.01%
+171
961
$1K ﹤0.01%
+20
962
$1K ﹤0.01%
+19
963
$1K ﹤0.01%
+43
964
$1K ﹤0.01%
+33
965
$1K ﹤0.01%
+69
966
$1K ﹤0.01%
+31
967
$1K ﹤0.01%
+100
968
$1K ﹤0.01%
+71
969
$1K ﹤0.01%
+74
970
$1K ﹤0.01%
+40
971
$1K ﹤0.01%
+41
972
$1K ﹤0.01%
+44
973
$1K ﹤0.01%
+39
974
$1K ﹤0.01%
+90
975
$1K ﹤0.01%
+41
37 38
39
40 41