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
601
$7K ﹤0.01%
+129
602
$7K ﹤0.01%
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611
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612
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+33
617
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+1,668
618
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619
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+119
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+247
621
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622
$6K ﹤0.01%
+923
623
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+73
624
$6K ﹤0.01%
+134
625
$6K ﹤0.01%
+177