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
601
$15K ﹤0.01%
178
602
$15K ﹤0.01%
62
-1
603
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299
604
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101
-20
605
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271
+182
606
$15K ﹤0.01%
474
607
$14K ﹤0.01%
157
608
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609
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72
610
$14K ﹤0.01%
110
611
$14K ﹤0.01%
480
612
$14K ﹤0.01%
129
613
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341
-40
614
$14K ﹤0.01%
108
+1
615
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155
-105
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$14K ﹤0.01%
168
617
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126
618
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619
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92
620
$14K ﹤0.01%
26
-6
621
$14K ﹤0.01%
156
+15
622
$14K ﹤0.01%
680
-707
623
$14K ﹤0.01%
275
-185
624
$14K ﹤0.01%
53
+12
625
$14K ﹤0.01%
443
-420
23 24
25
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