We are live on ! Find out more
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
1476
$0 ﹤0.01%
10
-76
1477
– –
-14
1478
$0 ﹤0.01%
+16
1479
$0 ﹤0.01%
41
1480
$0 ﹤0.01%
46
1481
– –
-19
1482
– –
-9,000
1483
$0 ﹤0.01%
8
1484
$0 ﹤0.01%
30
1485
– –
-2
1486
$0 ﹤0.01%
5
-34
1487
$0 ﹤0.01%
6
1488
– –
-111
1489
– –
-129
1490
– –
-15
1491
$0 ﹤0.01%
5
1492
– –
-70
1493
$0 ﹤0.01%
15
1494
$0 ﹤0.01%
10
1495
$0 ﹤0.01%
7
-47
1496
– –
-26
1497
$0 ﹤0.01%
14
1498
$0 ﹤0.01%
16
-18
1499
– –
-235
1500
– –
-55
58 59
60
61 62