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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$44K 0.01%
666
-1,540
352
$44K 0.01%
230
+46
353
$44K 0.01%
300
-28
354
$44K 0.01%
937
-17
355
$43K 0.01%
28
-16
356
$43K 0.01%
570
+414
357
$42K 0.01%
441
+43
358
$42K 0.01%
+697
359
$42K 0.01%
1,283
+299
360
$42K 0.01%
2,593
+895
361
$42K 0.01%
1,230
+34
362
$42K 0.01%
729
363
$42K 0.01%
2,592
+8
364
$42K 0.01%
1,107
+34
365
$41K 0.01%
921
+656
366
$41K 0.01%
491
+402
367
$41K 0.01%
1,500
-2,225
368
$41K 0.01%
128
+16
369
$41K 0.01%
3,922
+758
370
$41K 0.01%
742
-382
371
$41K 0.01%
+150
372
$41K 0.01%
429
+42
373
$41K 0.01%
595
+54
374
$40K 0.01%
1,066
+207
375
$40K 0.01%
51
13 14
15
16 17