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
1201
$1K ﹤0.01%
+11
1202
$1K ﹤0.01%
+38
1203
$1K ﹤0.01%
+46
1204
$1K ﹤0.01%
14
1205
$1K ﹤0.01%
+104
1206
$1K ﹤0.01%
50
1207
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44
1208
$1K ﹤0.01%
36
1209
$1K ﹤0.01%
25
1210
$1K ﹤0.01%
+28
1211
$1K ﹤0.01%
78
1212
$1K ﹤0.01%
52
1213
$1K ﹤0.01%
+133
1214
$1K ﹤0.01%
27
1215
$1K ﹤0.01%
+28
1216
$1K ﹤0.01%
+59
1217
$1K ﹤0.01%
36
+12
1218
$1K ﹤0.01%
5
-3
1219
$1K ﹤0.01%
115
1220
$1K ﹤0.01%
38
1221
$1K ﹤0.01%
18
1222
$1K ﹤0.01%
36
1223
$1K ﹤0.01%
+23
1224
$1K ﹤0.01%
+50
1225
$1K ﹤0.01%
51
47 48
49
50 51