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
576
$15K ﹤0.01%
+451
577
$15K ﹤0.01%
200
-5
578
$14K ﹤0.01%
504
+85
579
$14K ﹤0.01%
305
+160
580
$14K ﹤0.01%
461
+75
581
$14K ﹤0.01%
418
582
$14K ﹤0.01%
82
+10
583
$14K ﹤0.01%
195
+27
584
$14K ﹤0.01%
82
-10
585
$14K ﹤0.01%
33
+9
586
$14K ﹤0.01%
74
-9
587
$14K ﹤0.01%
457
-42
588
$14K ﹤0.01%
318
-171
589
$14K ﹤0.01%
426
+102
590
$14K ﹤0.01%
379
+275
591
$14K ﹤0.01%
348
+260
592
$14K ﹤0.01%
441
+307
593
$14K ﹤0.01%
646
-40
594
$13K ﹤0.01%
2,950
+2,800
595
$13K ﹤0.01%
267
+232
596
$13K ﹤0.01%
1,119
+983
597
$13K ﹤0.01%
1,100
+200
598
$13K ﹤0.01%
305
+120
599
$13K ﹤0.01%
41
+16
600
$13K ﹤0.01%
264
+17
22 23
24
25 26