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
401
$32K 0.01%
300
+11
402
$31K 0.01%
114
+29
403
$31K 0.01%
1,570
+31
404
$31K 0.01%
2,658
405
$30K 0.01%
586
+169
406
$30K 0.01%
277
+173
407
$30K 0.01%
854
+214
408
$30K 0.01%
588
+131
409
$30K 0.01%
550
-283
410
$30K 0.01%
975
+579
411
$30K 0.01%
1,387
+1,101
412
$30K 0.01%
370
+17
413
$30K 0.01%
367
+82
414
$30K 0.01%
623
+269
415
$30K 0.01%
963
+151
416
$29K 0.01%
802
+260
417
$29K 0.01%
491
-94
418
$29K 0.01%
738
+77
419
$29K 0.01%
241
+150
420
$28K 0.01%
691
+150
421
$28K 0.01%
684
+127
422
$28K 0.01%
408
-44
423
$28K 0.01%
221
+140
424
$28K 0.01%
862
425
$28K 0.01%
1,063
+170
15 16
17
18 19