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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
$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
1276
$1K ﹤0.01%
+13
1277
$1K ﹤0.01%
+66
1278
$1K ﹤0.01%
6
1279
$1K ﹤0.01%
85
1280
$1K ﹤0.01%
48
+41
1281
$1K ﹤0.01%
24
1282
$1K ﹤0.01%
+22
1283
$1K ﹤0.01%
+22
1284
$1K ﹤0.01%
19
1285
$1K ﹤0.01%
+42
1286
$1K ﹤0.01%
+48
1287
$1K ﹤0.01%
+109
1288
$1K ﹤0.01%
50
1289
$1K ﹤0.01%
130
1290
$1K ﹤0.01%
+125
1291
$1K ﹤0.01%
+110
1292
$1K ﹤0.01%
+31
1293
$1K ﹤0.01%
+127
1294
$1K ﹤0.01%
29
-26
1295
$1K ﹤0.01%
+17
1296
$1K ﹤0.01%
71
1297
$1K ﹤0.01%
55
+45
1298
$1K ﹤0.01%
+47
1299
$1K ﹤0.01%
40
1300
$1K ﹤0.01%
42
50 51
52
53 54