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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
626
$6K ﹤0.01%
+86
627
$6K ﹤0.01%
+445
628
$6K ﹤0.01%
+459
629
$6K ﹤0.01%
+500
630
$6K ﹤0.01%
+52
631
$6K ﹤0.01%
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632
$6K ﹤0.01%
+58
633
$6K ﹤0.01%
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634
$6K ﹤0.01%
+119
635
$6K ﹤0.01%
+905
636
$6K ﹤0.01%
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637
$6K ﹤0.01%
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638
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+125
639
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+121
640
$6K ﹤0.01%
+154
641
$6K ﹤0.01%
+105
642
$6K ﹤0.01%
+75
643
$6K ﹤0.01%
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$6K ﹤0.01%
+171
645
$6K ﹤0.01%
+60
646
$6K ﹤0.01%
+21
647
$6K ﹤0.01%
+591
648
$6K ﹤0.01%
+515
649
$6K ﹤0.01%
+265
650
$6K ﹤0.01%
+461