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
1251
$1K ﹤0.01%
37
+6
1252
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34
1253
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55
-25
1254
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102
1255
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31
1256
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+12
1257
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38
1258
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20
1259
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+14
1260
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7
+2
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+25
1262
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+13
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+66
1264
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6
1265
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47
-79
1266
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85
1267
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+22
1268
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+22
1269
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19
1270
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+42
1271
$1K ﹤0.01%
50
1272
$1K ﹤0.01%
130
1273
$1K ﹤0.01%
+125
1274
$1K ﹤0.01%
+110
1275
$1K ﹤0.01%
+31
49 50
51
52 53