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
1151
$2K ﹤0.01%
+73
1152
$2K ﹤0.01%
572
1153
$2K ﹤0.01%
+479
1154
$2K ﹤0.01%
37
+19
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+126
1156
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23
1157
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35
+14
1158
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131
-72
1159
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109
+100
1160
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+169
1161
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35
1162
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+503
1163
$2K ﹤0.01%
+97
1164
$2K ﹤0.01%
12
1165
$2K ﹤0.01%
+63
1166
$1K ﹤0.01%
+19
1167
$1K ﹤0.01%
28
1168
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44
1169
$1K ﹤0.01%
3
1170
$1K ﹤0.01%
+394
1171
$1K ﹤0.01%
41
1172
$1K ﹤0.01%
11
1173
$1K ﹤0.01%
+66
1174
$1K ﹤0.01%
9
1175
$1K ﹤0.01%
22
45 46
47
48 49