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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
1101
$2K ﹤0.01%
46
1102
$2K ﹤0.01%
+45
1103
$2K ﹤0.01%
+86
1104
$2K ﹤0.01%
182
1105
$2K ﹤0.01%
74
-18
1106
$2K ﹤0.01%
+120
1107
$2K ﹤0.01%
171
+130
1108
$2K ﹤0.01%
44
1109
$2K ﹤0.01%
+303
1110
$2K ﹤0.01%
45
+19
1111
$2K ﹤0.01%
43
1112
$2K ﹤0.01%
+15
1113
$2K ﹤0.01%
71
+65
1114
$2K ﹤0.01%
+110
1115
$2K ﹤0.01%
28
1116
$2K ﹤0.01%
63
-10,151
1117
$2K ﹤0.01%
+14
1118
$2K ﹤0.01%
22
1119
$2K ﹤0.01%
+85
1120
$2K ﹤0.01%
31
-41
1121
$2K ﹤0.01%
+45
1122
$2K ﹤0.01%
+178
1123
$2K ﹤0.01%
71
+51
1124
$2K ﹤0.01%
78
+2
1125
$2K ﹤0.01%
+169
43 44
45
46 47