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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
1326
$1K ﹤0.01%
+558
1327
$1K ﹤0.01%
+41
1328
$1K ﹤0.01%
+545
1329
$1K ﹤0.01%
268
+218
1330
$1K ﹤0.01%
+35
1331
$1K ﹤0.01%
55
1332
$0 ﹤0.01%
+18
1333
$0 ﹤0.01%
3
1334
$0 ﹤0.01%
15
1335
$0 ﹤0.01%
+30
1336
$0 ﹤0.01%
6
1337
– –
-228
1338
$0 ﹤0.01%
20
1339
$0 ﹤0.01%
5
1340
$0 ﹤0.01%
+17
1341
– –
-99
1342
– –
-2,872
1343
– –
-282
1344
– –
-399
1345
– –
-591
1346
– –
-51
1347
$0 ﹤0.01%
27
1348
$0 ﹤0.01%
17
1349
$0 ﹤0.01%
13
-28
1350
$0 ﹤0.01%
+5
52 53
54
55 56