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
1276
$1K ﹤0.01%
+127
1277
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29
-26
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55
+45
1281
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40
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42
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87
-89
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87
-3
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+144
1288
$1K ﹤0.01%
+186
1289
$1K ﹤0.01%
12
1290
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47
+37
1291
$1K ﹤0.01%
403
+165
1292
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1
1293
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+79
1294
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38
1295
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43
1296
$1K ﹤0.01%
+133
1297
$1K ﹤0.01%
+15
1298
$1K ﹤0.01%
+43
1299
$1K ﹤0.01%
45
1300
$1K ﹤0.01%
+23
50 51
52
53 54