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
1301
$1K ﹤0.01%
172
1302
$1K ﹤0.01%
143
1303
$1K ﹤0.01%
10
1304
$1K ﹤0.01%
8
1305
$1K ﹤0.01%
24
1306
$1K ﹤0.01%
8
1307
$1K ﹤0.01%
59
-15
1308
$1K ﹤0.01%
26
1309
$1K ﹤0.01%
21
1310
$1K ﹤0.01%
+11
1311
$1K ﹤0.01%
+55
1312
$1K ﹤0.01%
+14
1313
$1K ﹤0.01%
43
1314
$1K ﹤0.01%
421
-1,318
1315
$1K ﹤0.01%
+16
1316
$1K ﹤0.01%
243
1317
$1K ﹤0.01%
37
+6
1318
$1K ﹤0.01%
34
1319
$1K ﹤0.01%
+66
1320
$1K ﹤0.01%
6
1321
$1K ﹤0.01%
24
1322
$1K ﹤0.01%
+48
1323
$1K ﹤0.01%
+109
1324
$1K ﹤0.01%
130
1325
$1K ﹤0.01%
+125
51 52
53
54 55