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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
1301
$1K ﹤0.01%
87
-89
1302
$1K ﹤0.01%
87
-3
1303
$1K ﹤0.01%
41
1304
$1K ﹤0.01%
+24
1305
$1K ﹤0.01%
+186
1306
$1K ﹤0.01%
12
1307
$1K ﹤0.01%
47
+37
1308
$1K ﹤0.01%
403
+165
1309
$1K ﹤0.01%
1
1310
$1K ﹤0.01%
+79
1311
$1K ﹤0.01%
38
1312
$1K ﹤0.01%
43
1313
$1K ﹤0.01%
+133
1314
$1K ﹤0.01%
+15
1315
$1K ﹤0.01%
+43
1316
$1K ﹤0.01%
45
1317
$1K ﹤0.01%
+23
1318
$1K ﹤0.01%
220
1319
$1K ﹤0.01%
+8
1320
$1K ﹤0.01%
36
1321
$1K ﹤0.01%
+38
1322
$1K ﹤0.01%
33
1323
$1K ﹤0.01%
68
1324
$1K ﹤0.01%
+218
1325
$1K ﹤0.01%
+19
51 52
53
54 55