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
551
$17K 0.01%
492
+126
552
$17K 0.01%
188
553
$17K 0.01%
418
-1,975
554
$17K 0.01%
386
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555
$17K 0.01%
191
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556
$17K 0.01%
92
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557
$17K 0.01%
3,946
+2,351
558
$17K 0.01%
277
559
$17K 0.01%
489
+1
560
$17K 0.01%
329
-145
561
$17K 0.01%
144
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562
$17K 0.01%
115
563
$17K 0.01%
245
564
$16K 0.01%
246
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565
$16K 0.01%
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566
$16K 0.01%
432
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567
$16K 0.01%
246
568
$16K 0.01%
1,528
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$16K 0.01%
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$16K 0.01%
136
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571
$16K 0.01%
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572
$16K 0.01%
562
+2
573
$16K 0.01%
285
+40
574
$16K 0.01%
340
575
$16K 0.01%
7,881
+1,659
21 22
23
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