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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
1151
$2K ﹤0.01%
+19
1152
$2K ﹤0.01%
45
-14
1153
$2K ﹤0.01%
+33
1154
$2K ﹤0.01%
+48
1155
$2K ﹤0.01%
19
1156
$2K ﹤0.01%
16
1157
$2K ﹤0.01%
33
1158
$2K ﹤0.01%
48
1159
$2K ﹤0.01%
+46
1160
$2K ﹤0.01%
253
-57
1161
$2K ﹤0.01%
+42
1162
$2K ﹤0.01%
162
-44
1163
$2K ﹤0.01%
39
1164
$2K ﹤0.01%
+44
1165
$2K ﹤0.01%
29
-10
1166
$1K ﹤0.01%
126
1167
$1K ﹤0.01%
55
-21
1168
$1K ﹤0.01%
188
-540
1169
$1K ﹤0.01%
22
1170
$1K ﹤0.01%
25
1171
$1K ﹤0.01%
20
1172
$1K ﹤0.01%
+73
1173
$1K ﹤0.01%
243
1174
$1K ﹤0.01%
37
+6
1175
$1K ﹤0.01%
34
45 46
47
48 49