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
1051
$1K ﹤0.01%
+15
1052
$1K ﹤0.01%
+187
1053
$1K ﹤0.01%
+51
1054
$1K ﹤0.01%
+10
1055
$1K ﹤0.01%
+8
1056
$1K ﹤0.01%
+24
1057
$1K ﹤0.01%
+13
1058
$1K ﹤0.01%
+15
1059
$1K ﹤0.01%
+8
1060
$1K ﹤0.01%
+74
1061
$1K ﹤0.01%
+26
1062
$1K ﹤0.01%
+111
1063
$1K ﹤0.01%
+21
1064
$1K ﹤0.01%
+21
1065
$1K ﹤0.01%
+107
1066
$1K ﹤0.01%
+19
1067
$1K ﹤0.01%
+47
1068
$1K ﹤0.01%
+20
1069
$1K ﹤0.01%
+15
1070
$1K ﹤0.01%
+32
1071
$1K ﹤0.01%
+39
1072
$1K ﹤0.01%
+43
1073
$1K ﹤0.01%
+58
1074
$1K ﹤0.01%
+1
1075
$1K ﹤0.01%
+150
41 42
43
44 45