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
976
$1K ﹤0.01%
+37
977
$1K ﹤0.01%
+38
978
$1K ﹤0.01%
+27
979
$1K ﹤0.01%
+36
980
$1K ﹤0.01%
+6
981
$1K ﹤0.01%
+46
982
$1K ﹤0.01%
+18
983
$1K ﹤0.01%
+11
984
$1K ﹤0.01%
+172
985
$1K ﹤0.01%
+143
986
$1K ﹤0.01%
+525
987
$1K ﹤0.01%
+44
988
$1K ﹤0.01%
+44
989
$1K ﹤0.01%
+101
990
$1K ﹤0.01%
+15
991
$1K ﹤0.01%
+28
992
$1K ﹤0.01%
+75
993
$1K ﹤0.01%
+44
994
$1K ﹤0.01%
+18
995
$1K ﹤0.01%
+62
996
$1K ﹤0.01%
+31
997
$1K ﹤0.01%
+22
998
$1K ﹤0.01%
+41
999
$1K ﹤0.01%
+39
1000
$1K ﹤0.01%
+22
38 39
40
41 42