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
576
$8K ﹤0.01%
+83
577
$8K ﹤0.01%
+515
578
$8K ﹤0.01%
+1,411
579
$8K ﹤0.01%
+374
580
$8K ﹤0.01%
+124
581
$8K ﹤0.01%
+50
582
$8K ﹤0.01%
+214
583
$8K ﹤0.01%
+436
584
$8K ﹤0.01%
+563
585
$7K ﹤0.01%
+54
586
$7K ﹤0.01%
+192
587
$7K ﹤0.01%
+105
588
$7K ﹤0.01%
+279
589
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+150
590
$7K ﹤0.01%
+76
591
$7K ﹤0.01%
+586
592
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+143
593
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594
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+70
595
$7K ﹤0.01%
+261
596
$7K ﹤0.01%
+313
597
$7K ﹤0.01%
+200
598
$7K ﹤0.01%
+59
599
$7K ﹤0.01%
+778
600
$7K ﹤0.01%
+140