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
276
$61K 0.02%
+2,039
277
$59K 0.02%
1,068
+4
278
$59K 0.02%
199
-31
279
$59K 0.02%
2,780
280
$59K 0.02%
655
+1
281
$58K 0.02%
909
+1
282
$58K 0.02%
165
283
$56K 0.02%
362
-63
284
$56K 0.02%
232
+5
285
$56K 0.02%
769
+37
286
$55K 0.02%
373
-4
287
$55K 0.02%
51
288
$55K 0.02%
352
-14
289
$54K 0.02%
1,007
+2
290
$54K 0.02%
288
291
$53K 0.02%
428
292
$53K 0.02%
1,263
-274
293
$52K 0.02%
2,805
+1,769
294
$52K 0.02%
1,225
+100
295
$52K 0.02%
767
+1
296
$51K 0.02%
574
+174
297
$51K 0.02%
500
298
$50K 0.02%
671
+17
299
$50K 0.02%
1,029
300
$50K 0.02%
858
-92
10 11
12
13 14