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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$16K 0.01%
393
-31
552
$16K 0.01%
223
-10
553
$16K 0.01%
134
-12
554
$16K 0.01%
608
+175
555
$16K 0.01%
161
-63
556
$16K 0.01%
302
-25
557
$16K 0.01%
1,302
+494
558
$15K ﹤0.01%
433
-436
559
$15K ﹤0.01%
248
+38
560
$15K ﹤0.01%
465
-2
561
$15K ﹤0.01%
218
+88
562
$15K ﹤0.01%
590
+443
563
$15K ﹤0.01%
697
+286
564
$15K ﹤0.01%
389
565
$15K ﹤0.01%
437
+40
566
$15K ﹤0.01%
383
-78
567
$15K ﹤0.01%
540
+135
568
$15K ﹤0.01%
290
+25
569
$15K ﹤0.01%
1,789
+1,427
570
$15K ﹤0.01%
950
+260
571
$15K ﹤0.01%
431
+273
572
$15K ﹤0.01%
155
+11
573
$15K ﹤0.01%
143
+40
574
$15K ﹤0.01%
1,079
+1
575
$15K ﹤0.01%
2,856
+2,503
21 22
23
24 25