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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K 0.01%
2,694
-6
427
$27K 0.01%
200
+37
428
$27K 0.01%
967
-1
429
$26K 0.01%
776
+121
430
$26K 0.01%
361
+133
431
$26K 0.01%
1,130
+609
432
$26K 0.01%
112
+2
433
$26K 0.01%
2,260
+255
434
$26K 0.01%
735
+7
435
$25K 0.01%
177
+82
436
$25K 0.01%
273
-4
437
$25K 0.01%
725
438
$25K 0.01%
734
-24
439
$25K 0.01%
334
+73
440
$25K 0.01%
690
441
$25K 0.01%
585
442
$25K 0.01%
184
+92
443
$25K 0.01%
764
+38
444
$25K 0.01%
382
+68
445
$25K 0.01%
82
+25
446
$25K 0.01%
213
+87
447
$24K 0.01%
253
+63
448
$24K 0.01%
+859
449
$24K 0.01%
346
+21
450
$24K 0.01%
1,008
+258
16 17
18
19 20