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
451
$25K 0.01%
198
+1
452
$25K 0.01%
158
+8
453
$25K 0.01%
2,018
+593
454
$25K 0.01%
4,971
+3,030
455
$25K 0.01%
568
+1
456
$25K 0.01%
538
+485
457
$25K 0.01%
163
458
$25K 0.01%
381
459
$24K 0.01%
410
+273
460
$24K 0.01%
154
-7
461
$24K 0.01%
426
462
$24K 0.01%
1,341
+9
463
$24K 0.01%
257
-9
464
$24K 0.01%
110
+40
465
$24K 0.01%
184
+26
466
$24K 0.01%
85
+5
467
$24K 0.01%
736
468
$24K 0.01%
1,216
+2
469
$23K 0.01%
248
470
$23K 0.01%
405
471
$23K 0.01%
448
472
$23K 0.01%
243
473
$23K 0.01%
395
+71
474
$23K 0.01%
945
+45
475
$23K 0.01%
952
+337
17 18
19
20 21