BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$50K 0.02%
474
+169
302
$50K 0.02%
4,942
+1,389
303
$50K 0.02%
2,700
+270
304
$50K 0.02%
+500
305
$49K 0.02%
639
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306
$49K 0.02%
368
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307
$49K 0.02%
1,005
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308
$49K 0.02%
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309
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766
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310
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586
311
$48K 0.02%
247
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312
$48K 0.02%
150
313
$48K 0.02%
266
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314
$47K 0.02%
654
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315
$47K 0.02%
800
316
$47K 0.02%
2,914
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317
$47K 0.02%
1,550
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318
$47K 0.02%
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$46K 0.01%
373
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$46K 0.01%
1,525
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321
$46K 0.01%
560
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322
$45K 0.01%
1,830
+90
323
$44K 0.01%
1,151
+134
324
$44K 0.01%
289
-64
325
$44K 0.01%
243
+63
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