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
301
$50K 0.02%
302
+55
302
$49K 0.02%
326
+37
303
$49K 0.02%
747
-463
304
$49K 0.02%
86
+15
305
$49K 0.02%
921
-12
306
$49K 0.02%
1,053
-329
307
$49K 0.02%
150
308
$49K 0.02%
456
-49
309
$49K 0.02%
1,059
+12
310
$48K 0.02%
2,094
-681
311
$48K 0.02%
243
312
$48K 0.02%
586
313
$48K 0.02%
236
-11
314
$48K 0.02%
1,830
315
$47K 0.01%
187
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316
$47K 0.01%
228
+9
317
$47K 0.01%
+2,016
318
$46K 0.01%
+1,712
319
$46K 0.01%
274
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$46K 0.01%
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-127
321
$46K 0.01%
560
322
$46K 0.01%
399
+26
323
$45K 0.01%
800
324
$45K 0.01%
323
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325
$45K 0.01%
+385
11 12
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