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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
1126
$2K ﹤0.01%
35
1127
$2K ﹤0.01%
+503
1128
$2K ﹤0.01%
+97
1129
$2K ﹤0.01%
12
1130
$2K ﹤0.01%
+63
1131
$2K ﹤0.01%
43
1132
$2K ﹤0.01%
+30
1133
$2K ﹤0.01%
+215
1134
$2K ﹤0.01%
31
+17
1135
$2K ﹤0.01%
+34
1136
$2K ﹤0.01%
110
+69
1137
$2K ﹤0.01%
15
1138
$2K ﹤0.01%
101
+87
1139
$2K ﹤0.01%
+11
1140
$2K ﹤0.01%
35
+25
1141
$2K ﹤0.01%
+37
1142
$2K ﹤0.01%
+31
1143
$2K ﹤0.01%
131
-72
1144
$2K ﹤0.01%
+106
1145
$2K ﹤0.01%
50
-82
1146
$2K ﹤0.01%
35
1147
$2K ﹤0.01%
19
1148
$2K ﹤0.01%
51
1149
$2K ﹤0.01%
84
1150
$2K ﹤0.01%
+20
44 45
46
47 48