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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
1551
– –
-75
1552
– –
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1553
– –
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1554
$0 ﹤0.01%
6
1555
$0 ﹤0.01%
+153
1556
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-624
1557
$0 ﹤0.01%
6
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6
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$0 ﹤0.01%
41
-555
1560
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1561
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1562
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-94
1563
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-35
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– –
-2,023
1566
$0 ﹤0.01%
8
1567
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7
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$0 ﹤0.01%
42
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$0 ﹤0.01%
28
1570
$0 ﹤0.01%
5
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$0 ﹤0.01%
41
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$0 ﹤0.01%
7
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$0 ﹤0.01%
10
1575
$0 ﹤0.01%
19
-20
60 61 62
63
64