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
476
$23K 0.01%
2,000
+570
477
$23K 0.01%
524
+240
478
$23K 0.01%
377
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479
$22K 0.01%
204
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480
$22K 0.01%
259
481
$22K 0.01%
1,604
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482
$22K 0.01%
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483
$22K 0.01%
417
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484
$22K 0.01%
445
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485
$22K 0.01%
427
486
$22K 0.01%
312
487
$21K 0.01%
199
+20
488
$21K 0.01%
249
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489
$21K 0.01%
256
490
$21K 0.01%
403
491
$21K 0.01%
295
492
$21K 0.01%
1,839
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493
$21K 0.01%
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494
$21K 0.01%
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495
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233
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496
$21K 0.01%
160
497
$21K 0.01%
638
498
$21K 0.01%
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499
$20K 0.01%
227
500
$20K 0.01%
111
-34
18 19
20
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