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
$299M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,590
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.68M
3
+$2.03M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.74M
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$1.69M

Top Sells

1
+$3.69M
2
+$2.61M
3
+$2.25M
4
VTV icon
Vanguard Value ETF
VTV
+$1.94M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.83M

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
1126
$2K ﹤0.01%
33
1127
$2K ﹤0.01%
48
1128
$2K ﹤0.01%
+85
1129
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+46
1130
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253
-57
1131
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+42
1132
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162
-44
1133
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1134
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+44
1135
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29
-10
1136
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31
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1137
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1138
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+178
1139
$2K ﹤0.01%
71
+51
1140
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78
+2
1141
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43
1142
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+30
1143
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+215
1144
$2K ﹤0.01%
72
+67
1145
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51
1146
$2K ﹤0.01%
+45
1147
$2K ﹤0.01%
+160
1148
$2K ﹤0.01%
+86
1149
$2K ﹤0.01%
182
1150
$2K ﹤0.01%
133
44 45
46
47 48