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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
976
$3K ﹤0.01%
68
+48
977
$3K ﹤0.01%
180
+126
978
$3K ﹤0.01%
474
-449
979
$3K ﹤0.01%
+23
980
$3K ﹤0.01%
+55
981
$3K ﹤0.01%
42
+18
982
$3K ﹤0.01%
92
+77
983
$3K ﹤0.01%
252
984
$3K ﹤0.01%
+87
985
$3K ﹤0.01%
106
+72
986
$3K ﹤0.01%
96
+61
987
$3K ﹤0.01%
144
988
$3K ﹤0.01%
106
989
$3K ﹤0.01%
+64
990
$3K ﹤0.01%
406
991
$3K ﹤0.01%
+106
992
$3K ﹤0.01%
199
+165
993
$3K ﹤0.01%
65
+50
994
$3K ﹤0.01%
187
995
$3K ﹤0.01%
38
+14
996
$3K ﹤0.01%
+74
997
$3K ﹤0.01%
66
-25
998
$3K ﹤0.01%
236
-20
999
$3K ﹤0.01%
+60
1000
$3K ﹤0.01%
+177
38 39
40
41 42