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
576
$16K 0.01%
106
577
$16K 0.01%
808
+471
578
$16K 0.01%
1,077
+1
579
$16K 0.01%
333
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580
$16K 0.01%
400
581
$16K 0.01%
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582
$15K ﹤0.01%
656
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583
$15K ﹤0.01%
431
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584
$15K ﹤0.01%
288
+1
585
$15K ﹤0.01%
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586
$15K ﹤0.01%
317
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587
$15K ﹤0.01%
248
588
$15K ﹤0.01%
416
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589
$15K ﹤0.01%
1,005
590
$15K ﹤0.01%
433
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591
$15K ﹤0.01%
288
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$15K ﹤0.01%
554
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$15K ﹤0.01%
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594
$15K ﹤0.01%
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595
$15K ﹤0.01%
225
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596
$15K ﹤0.01%
666
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597
$15K ﹤0.01%
341
598
$15K ﹤0.01%
187
+1
599
$15K ﹤0.01%
339
+1
600
$15K ﹤0.01%
264
22 23
24
25 26