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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
$255M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.7M
3
+$10.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.77M

Top Sells

1
+$12M
2
+$6.55M
3
+$4.19M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.51M

Sector Composition

1 Technology 3.59%
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
1126
– –
0
1127
$0 ﹤0.01%
+5
1128
$0 ﹤0.01%
+1
1129
– –
-96,820
1130
$0 ﹤0.01%
+44
1131
$0 ﹤0.01%
+10
1132
– –
-8,346
1133
$0 ﹤0.01%
+17
1134
$0 ﹤0.01%
+42
1135
$0 ﹤0.01%
+8
1136
– –
0
1137
– –
0
1138
$0 ﹤0.01%
+17
1139
$0 ﹤0.01%
+5
1140
$0 ﹤0.01%
+42
1141
– –
0
1142
$0 ﹤0.01%
+103
1143
– –
-1,125
1144
$0 ﹤0.01%
+58
1145
$0 ﹤0.01%
+27
1146
$0 ﹤0.01%
+5
1147
$0 ﹤0.01%
+5
1148
$0 ﹤0.01%
+14
1149
$0 ﹤0.01%
+44
1150
$0 ﹤0.01%
+15
44 45
46
47 48