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
1251
$1K ﹤0.01%
+51
1252
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+19
1253
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28
1254
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44
1255
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+394
1256
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11
1257
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9
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1259
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+136
1260
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+21
1261
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+21
1262
$1K ﹤0.01%
14
1263
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+104
1264
$1K ﹤0.01%
50
1265
$1K ﹤0.01%
44
1266
$1K ﹤0.01%
36
1267
$1K ﹤0.01%
+133
1268
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27
1269
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+28
1270
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+59
1271
$1K ﹤0.01%
36
+12
1272
$1K ﹤0.01%
5
-3
1273
$1K ﹤0.01%
115
1274
$1K ﹤0.01%
18
1275
$1K ﹤0.01%
66
49 50
51
52 53