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
326
$45K 0.01%
1,197
+46
327
$44K 0.01%
1,525
328
$44K 0.01%
976
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329
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330
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330
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331
$44K 0.01%
445
332
$44K 0.01%
2,560
-1,060
333
$44K 0.01%
264
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334
$43K 0.01%
344
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335
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370
336
$43K 0.01%
321
337
$42K 0.01%
870
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338
$42K 0.01%
710
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339
$42K 0.01%
714
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340
$42K 0.01%
259
341
$42K 0.01%
300
342
$41K 0.01%
372
343
$41K 0.01%
454
344
$41K 0.01%
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345
$40K 0.01%
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346
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1,133
347
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169
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348
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127
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349
$40K 0.01%
459
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350
$40K 0.01%
158
+28
12 13
14
15 16