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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
$255M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.7M
3
+$10.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.77M

Top Sells

1
+$12M
2
+$6.55M
3
+$4.19M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.51M

Sector Composition

1 Technology 3.59%
2 Financials 3.48%
3 Industrials 2.47%
4 Healthcare 2.47%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$0 ﹤0.01%
+46
1227
$0 ﹤0.01%
+19
1228
– –
0
1229
$0 ﹤0.01%
+66
1230
$0 ﹤0.01%
+54
1231
$0 ﹤0.01%
+8
1232
$0 ﹤0.01%
+30
1233
$0 ﹤0.01%
+2
1234
$0 ﹤0.01%
+9
1235
$0 ﹤0.01%
+6
1236
$0 ﹤0.01%
+5
1237
– –
0
1238
$0 ﹤0.01%
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1239
$0 ﹤0.01%
+20
1240
– –
0
1241
$0 ﹤0.01%
+5
1242
$0 ﹤0.01%
+14
1243
$0 ﹤0.01%
+25
1244
$0 ﹤0.01%
+10
1245
$0 ﹤0.01%
+12
1246
$0 ﹤0.01%
+14
1247
$0 ﹤0.01%
+95
1248
$0 ﹤0.01%
+93
1249
$0 ﹤0.01%
+123
1250
$0 ﹤0.01%
+10
48 49
50
51 52