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
26
$1.72M 0.54%
6,353
-216
27
$1.6M 0.5%
12,873
+6,815
28
$1.57M 0.49%
24,047
-171
29
$1.47M 0.46%
31,968
30
$1.42M 0.44%
10,996
-438
31
$1.38M 0.43%
27,407
-102,681
32
$1.33M 0.41%
45,662
-182
33
$1.3M 0.41%
6,272
+12
34
$1.06M 0.33%
8,244
+33
35
$1M 0.31%
14,188
-1,214
36
$971K 0.3%
7,511
-214
37
$932K 0.29%
14,825
+21
38
$909K 0.28%
14,900
+700
39
$886K 0.28%
35,258
-1,350
40
$860K 0.27%
3,391
+7
41
$839K 0.26%
10,474
+169
42
$795K 0.25%
14,628
-194
43
$786K 0.25%
27,527
44
$785K 0.24%
15,912
-890
45
$754K 0.24%
5,801
-142
46
$754K 0.24%
18,730
+63
47
$739K 0.23%
3,916
-170
48
$734K 0.23%
14,573
+14,301
49
$733K 0.23%
4,124
-206
50
$723K 0.23%
4,353
+21
1
2
3 4 5