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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.51%
24,218
+370
27
$1.53M 0.49%
20,341
+4,516
28
$1.49M 0.48%
31,968
+6,520
29
$1.49M 0.47%
11,434
-2,019
30
$1.33M 0.42%
6,260
+820
31
$1.33M 0.42%
45,844
-9,489
32
$1.16M 0.37%
7,489
-355
33
$1.1M 0.35%
15,402
-482
34
$1.07M 0.34%
7,725
+538
35
$1.04M 0.33%
8,211
+2,995
36
$960K 0.31%
36,608
37
$928K 0.3%
3,384
+219
38
$927K 0.3%
14,804
+24
39
$919K 0.29%
16,802
+1,286
40
$868K 0.28%
15,541
+4,348
41
$835K 0.27%
4,330
-1,411
42
$828K 0.26%
5,943
-102
43
$819K 0.26%
10,305
+679
44
$793K 0.25%
27,527
+1,612
45
$793K 0.25%
18,667
+5,402
46
$767K 0.24%
14,200
47
$762K 0.24%
4,086
+420
48
$753K 0.24%
14,822
+891
49
$726K 0.23%
17,692
+1,103
50
$707K 0.23%
+4,332
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