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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
1451
– –
-4,983
1452
– –
-122
1453
$0 ﹤0.01%
+68
1454
$0 ﹤0.01%
13
1455
– –
-58
1456
– –
0
1457
$0 ﹤0.01%
5
1458
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-74
1459
$0 ﹤0.01%
74
1460
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-5
1461
– –
-40
1462
$0 ﹤0.01%
+2
1463
– –
-21,600
1464
$0 ﹤0.01%
17
1465
– –
-14
1466
$0 ﹤0.01%
10
-12,544
1467
– –
-29
1468
– –
-579
1469
$0 ﹤0.01%
3
1470
$0 ﹤0.01%
9
-23
1471
$0 ﹤0.01%
+49
1472
– –
-413
1473
– –
-3,863
1474
$0 ﹤0.01%
16
-11
1475
– –
-5
57 58
59
60 61