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
251
$77K 0.02%
555
-103
252
$77K 0.02%
759
+45
253
$75K 0.02%
584
-96
254
$73K 0.02%
650
255
$73K 0.02%
590
256
$73K 0.02%
469
+38
257
$72K 0.02%
779
258
$72K 0.02%
990
+36
259
$71K 0.02%
606
-50
260
$68K 0.02%
376
-54
261
$68K 0.02%
461
-8
262
$68K 0.02%
1,537
+830
263
$68K 0.02%
279
+9
264
$68K 0.02%
1,995
+140
265
$67K 0.02%
181
+2
266
$67K 0.02%
1,640
+151
267
$66K 0.02%
4,144
-1,306
268
$64K 0.02%
1,500
269
$64K 0.02%
2,800
+100
270
$64K 0.02%
2,335
+542
271
$63K 0.02%
1,042
+492
272
$62K 0.02%
570
+32
273
$61K 0.02%
1,629
+110
274
$61K 0.02%
757
-9
275
$61K 0.02%
1,527
-2,105
9 10
11
12 13