BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1 +$21.2M
2 +$15.7M
3 +$10.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$3.77M

Sector Composition

1 Technology 3.59%
2 Financials 3.48%
3 Industrials 2.47%
4 Healthcare 2.47%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
+154
527
$9K ﹤0.01%
+206
528
$9K ﹤0.01%
+152
529
$9K ﹤0.01%
+104
530
$9K ﹤0.01%
+148
531
$9K ﹤0.01%
+528
532
$9K ﹤0.01%
+238
533
$9K ﹤0.01%
+421
534
$9K ﹤0.01%
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535
$9K ﹤0.01%
+123
536
$9K ﹤0.01%
+138
537
$9K ﹤0.01%
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538
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539
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540
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541
$9K ﹤0.01%
+228
542
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543
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544
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545
$8K ﹤0.01%
+57
546
$8K ﹤0.01%
+90
547
$8K ﹤0.01%
+198
548
$8K ﹤0.01%
+166
549
$8K ﹤0.01%
+274
550
$8K ﹤0.01%
+100