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
1101
$1K ﹤0.01%
+25
1102
$1K ﹤0.01%
+24
1103
$1K ﹤0.01%
+24
1104
$1K ﹤0.01%
+19
1105
$1K ﹤0.01%
+46
1106
$1K ﹤0.01%
+79
1107
$1K ﹤0.01%
+15
1108
$1K ﹤0.01%
+31
1109
$1K ﹤0.01%
+95
1110
$1K ﹤0.01%
+60
1111
$1K ﹤0.01%
+26
1112
$1K ﹤0.01%
+50
1113
$1K ﹤0.01%
+130
1114
$1K ﹤0.01%
+28
1115
$0 ﹤0.01%
+42
1116
$0 ﹤0.01%
+8
1117
– –
0
1118
– –
0
1119
$0 ﹤0.01%
+6
1120
$0 ﹤0.01%
+44
1121
$0 ﹤0.01%
+10
1122
$0 ﹤0.01%
+1
1123
$0 ﹤0.01%
+12
1124
$0 ﹤0.01%
+10
1125
$0 ﹤0.01%
+10
43 44
45
46 47