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
276
$60K 0.02%
165
+38
277
$60K 0.02%
288
+41
278
$60K 0.02%
950
+108
279
$59K 0.02%
766
+27
280
$59K 0.02%
662
+227
281
$58K 0.02%
1,133
+333
282
$58K 0.02%
1,445
+399
283
$57K 0.02%
428
+92
284
$57K 0.02%
179
+65
285
$57K 0.02%
632
+195
286
$56K 0.02%
51
+8
287
$56K 0.02%
372
+66
288
$55K 0.02%
1,066
+240
289
$54K 0.02%
1,778
-6,297
290
$54K 0.02%
328
+54
291
$54K 0.02%
526
-269
292
$53K 0.02%
538
+16
293
$53K 0.02%
654
+1
294
$52K 0.02%
908
+71
295
$52K 0.02%
365
-268
296
$51K 0.02%
227
+61
297
$51K 0.02%
1,489
+135
298
$50K 0.02%
474
+169
299
$50K 0.02%
732
+26
300
$50K 0.02%
432
+75
10 11
12
13 14