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
$255M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14.5M
3
+$10.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.01M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.78M

Top Sells

1
+$11.2M
2
+$6.21M
3
+$4.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.82M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.2M

Sector Composition

1 Technology 3.6%
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
1301
– –
-11,619
1302
$0 ﹤0.01%
+19
1303
$0 ﹤0.01%
+20
1304
$0 ﹤0.01%
+524
1305
$0 ﹤0.01%
+21
1306
$0 ﹤0.01%
+8
1307
$0 ﹤0.01%
+29
1308
$0 ﹤0.01%
+6
1309
$0 ﹤0.01%
+11
1310
$0 ﹤0.01%
+55
1311
$0 ﹤0.01%
+5
1312
$0 ﹤0.01%
+48
1313
$0 ﹤0.01%
+5
1314
$0 ﹤0.01%
+5
1315
$0 ﹤0.01%
+10
1316
$0 ﹤0.01%
+31
1317
$0 ﹤0.01%
+39
1318
$0 ﹤0.01%
+10
1319
$0 ﹤0.01%
+65
1320
$0 ﹤0.01%
+5
1321
$0 ﹤0.01%
+6
1322
$0 ﹤0.01%
+9
1323
$0 ﹤0.01%
+15
1324
$0 ﹤0.01%
+33
1325
$0 ﹤0.01%
+41
50 51 52
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