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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$72K 0.02%
850
+49
252
$72K 0.02%
+650
253
$71K 0.02%
2,775
+525
254
$71K 0.02%
1,365
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255
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256
$68K 0.02%
779
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257
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1,382
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258
$68K 0.02%
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259
$67K 0.02%
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260
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261
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425
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262
$66K 0.02%
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263
$66K 0.02%
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$65K 0.02%
431
265
$65K 0.02%
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266
$64K 0.02%
388
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271
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272
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273
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386
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274
$61K 0.02%
366
275
$60K 0.02%
1,064
9 10
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