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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$15K ﹤0.01%
538
+232
602
$15K ﹤0.01%
474
+269
603
$15K ﹤0.01%
306
+72
604
$15K ﹤0.01%
+3,000
605
$15K ﹤0.01%
277
+83
606
$15K ﹤0.01%
690
+45
607
$15K ﹤0.01%
91
608
$14K ﹤0.01%
183
609
$14K ﹤0.01%
169
610
$14K ﹤0.01%
126
-3,937
611
$14K ﹤0.01%
110
+40
612
$14K ﹤0.01%
480
613
$14K ﹤0.01%
129
614
$14K ﹤0.01%
+147
615
$14K ﹤0.01%
381
+40
616
$14K ﹤0.01%
246
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617
$14K ﹤0.01%
107
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618
$14K ﹤0.01%
1,070
-12
619
$14K ﹤0.01%
295
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620
$14K ﹤0.01%
87
621
$14K ﹤0.01%
+117
622
$14K ﹤0.01%
227
+61
623
$14K ﹤0.01%
186
624
$14K ﹤0.01%
1,430
+670
625
$14K ﹤0.01%
95
+64
23 24
25
26 27