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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
1251
$0 ﹤0.01%
+6
1252
$0 ﹤0.01%
+34
1253
$0 ﹤0.01%
+5
1254
$0 ﹤0.01%
+238
1255
$0 ﹤0.01%
+14
1256
$0 ﹤0.01%
+27
1257
$0 ﹤0.01%
+13
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$0 ﹤0.01%
+149
1259
– –
0
1260
$0 ﹤0.01%
+41
1261
$0 ﹤0.01%
+10
1262
$0 ﹤0.01%
+3
1263
$0 ﹤0.01%
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1264
$0 ﹤0.01%
+36
1265
$0 ﹤0.01%
+6
1266
$0 ﹤0.01%
+14
1267
– –
0
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$0 ﹤0.01%
+13
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$0 ﹤0.01%
+29
1270
$0 ﹤0.01%
+29
1271
$0 ﹤0.01%
+3
1272
$0 ﹤0.01%
+10
1273
– –
0
1274
$0 ﹤0.01%
+5
1275
$0 ﹤0.01%
+10
49 50
51
52 53