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
376
$34K 0.01%
300
377
$34K 0.01%
362
-5
378
$33K 0.01%
387
+100
379
$33K 0.01%
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380
$33K 0.01%
203
-7
381
$33K 0.01%
588
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382
$33K 0.01%
+1,779
383
$33K 0.01%
171
-49
384
$33K 0.01%
221
385
$33K 0.01%
234
386
$33K 0.01%
127
387
$33K 0.01%
757
388
$32K 0.01%
1,714
-320
389
$32K 0.01%
153
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390
$32K 0.01%
1,116
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391
$32K 0.01%
326
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392
$32K 0.01%
424
393
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223
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$32K 0.01%
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$32K 0.01%
689
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$31K 0.01%
45
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397
$31K 0.01%
426
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398
$31K 0.01%
2,670
+12
399
$31K 0.01%
213
+50
400
$31K 0.01%
2,003
+701
14 15
16
17 18