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
1001
$1K ﹤0.01%
+25
1002
$1K ﹤0.01%
+49
1003
$1K ﹤0.01%
+15
1004
$1K ﹤0.01%
+50
1005
$1K ﹤0.01%
+40
1006
$1K ﹤0.01%
+35
1007
$1K ﹤0.01%
+56
1008
$1K ﹤0.01%
+54
1009
$1K ﹤0.01%
+26
1010
$1K ﹤0.01%
+19
1011
$1K ﹤0.01%
+24
1012
$1K ﹤0.01%
+78
1013
$1K ﹤0.01%
+34
1014
$1K ﹤0.01%
+24
1015
$1K ﹤0.01%
+51
1016
$1K ﹤0.01%
+52
1017
$1K ﹤0.01%
+90
1018
$1K ﹤0.01%
+107
1019
$1K ﹤0.01%
+35
1020
$1K ﹤0.01%
+27
1021
$1K ﹤0.01%
+35
1022
$1K ﹤0.01%
+55
1023
$1K ﹤0.01%
+283
1024
$1K ﹤0.01%
+24
1025
$1K ﹤0.01%
+8
39 40
41
42 43