BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

Sector Composition

1 Technology 5.31%
2 Financials 3.96%
3 Consumer Discretionary 3.07%
4 Healthcare 2.43%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86K 0.03%
1,343
227
$85K 0.03%
2,189
+1
228
$85K 0.03%
825
+193
229
$85K 0.03%
643
+315
230
$83K 0.03%
2,000
231
$83K 0.03%
3,081
-338
232
$83K 0.03%
465
+6
233
$83K 0.03%
610
+245
234
$83K 0.03%
5,250
+600
235
$83K 0.03%
694
+168
236
$81K 0.03%
954
+104
237
$81K 0.03%
300
238
$81K 0.03%
384
+12
239
$81K 0.03%
483
+95
240
$81K 0.03%
750
241
$81K 0.03%
450
242
$80K 0.02%
3,933
-504
243
$80K 0.02%
2,211
+1,750
244
$80K 0.02%
1,451
+86
245
$79K 0.02%
413
246
$79K 0.02%
572
-25
247
$79K 0.02%
1,350
-89
248
$79K 0.02%
2,836
249
$78K 0.02%
1,649
+92
250
$77K 0.02%
174
-10
8 9
10
11 12