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
401
$30K 0.01%
686
+2
402
$30K 0.01%
91
+6
403
$30K 0.01%
104
+5
404
$30K 0.01%
335
+8
405
$30K 0.01%
59
+4
406
$30K 0.01%
638
+582
407
$29K 0.01%
862
408
$29K 0.01%
1,063
409
$29K 0.01%
914
-920
410
$29K 0.01%
677
-389
411
$29K 0.01%
110
-4
412
$29K 0.01%
326
-83
413
$28K 0.01%
128
+6
414
$28K 0.01%
809
-45
415
$28K 0.01%
388
416
$28K 0.01%
370
417
$28K 0.01%
460
418
$28K 0.01%
338
419
$28K 0.01%
173
+8
420
$28K 0.01%
605
421
$27K 0.01%
1,531
422
$27K 0.01%
1,156
+120
423
$27K 0.01%
617
-287
424
$27K 0.01%
673
425
$27K 0.01%
1,461
+396
15 16
17
18 19