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
1076
$1K ﹤0.01%
+86
1077
$1K ﹤0.01%
+7
1078
$1K ﹤0.01%
+130
1079
$1K ﹤0.01%
+23
1080
$1K ﹤0.01%
+35
1081
$1K ﹤0.01%
+39
1082
$1K ﹤0.01%
+243
1083
$1K ﹤0.01%
+107
1084
$1K ﹤0.01%
+34
1085
$1K ﹤0.01%
+21
1086
$1K ﹤0.01%
+80
1087
$1K ﹤0.01%
+102
1088
$1K ﹤0.01%
+31
1089
$1K ﹤0.01%
+94
1090
$1K ﹤0.01%
+65
1091
$1K ﹤0.01%
+38
1092
$1K ﹤0.01%
+20
1093
$1K ﹤0.01%
+12
1094
$1K ﹤0.01%
+253
1095
$1K ﹤0.01%
+23
1096
$1K ﹤0.01%
+39
1097
$1K ﹤0.01%
+6
1098
$1K ﹤0.01%
+85
1099
$1K ﹤0.01%
+100
1100
$1K ﹤0.01%
+11
42 43
44
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