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
301
$50K 0.02%
4,942
+1,389
302
$50K 0.02%
2,700
+270
303
$50K 0.02%
+500
304
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1,029
305
$49K 0.02%
639
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306
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368
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307
$49K 0.02%
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308
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309
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586
310
$48K 0.02%
247
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311
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312
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313
$48K 0.02%
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$47K 0.02%
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316
$47K 0.02%
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317
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560
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373
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323
$44K 0.01%
289
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$44K 0.01%
243
+63
325
$44K 0.01%
1,254
+207
11 12
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