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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
1076
$2K ﹤0.01%
+45
1077
$2K ﹤0.01%
133
1078
$2K ﹤0.01%
+73
1079
$2K ﹤0.01%
+160
1080
$2K ﹤0.01%
572
1081
$2K ﹤0.01%
+479
1082
$2K ﹤0.01%
37
+19
1083
$2K ﹤0.01%
+126
1084
$2K ﹤0.01%
100
1085
$2K ﹤0.01%
92
1086
$2K ﹤0.01%
57
1087
$2K ﹤0.01%
21
1088
$2K ﹤0.01%
+116
1089
$2K ﹤0.01%
+31
1090
$2K ﹤0.01%
23
1091
$2K ﹤0.01%
35
+14
1092
$2K ﹤0.01%
109
+100
1093
$2K ﹤0.01%
61
1094
$2K ﹤0.01%
58
-43
1095
$2K ﹤0.01%
23
1096
$2K ﹤0.01%
102
1097
$2K ﹤0.01%
+31
1098
$2K ﹤0.01%
102
1099
$2K ﹤0.01%
166
1100
$2K ﹤0.01%
241
+224
42 43
44
45 46