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

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
245
+17
627
$14K ﹤0.01%
300
+100
628
$14K ﹤0.01%
178
629
$14K ﹤0.01%
106
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630
$14K ﹤0.01%
1,076
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631
$13K ﹤0.01%
157
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632
$13K ﹤0.01%
+406
633
$13K ﹤0.01%
401
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634
$13K ﹤0.01%
462
-24
635
$13K ﹤0.01%
484
636
$13K ﹤0.01%
316
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637
$13K ﹤0.01%
168
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638
$13K ﹤0.01%
126
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639
$13K ﹤0.01%
248
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640
$13K ﹤0.01%
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641
$13K ﹤0.01%
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642
$13K ﹤0.01%
4,927
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643
$13K ﹤0.01%
476
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644
$13K ﹤0.01%
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645
$13K ﹤0.01%
150
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646
$13K ﹤0.01%
514
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647
$13K ﹤0.01%
202
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648
$13K ﹤0.01%
304
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649
$13K ﹤0.01%
341
650
$13K ﹤0.01%
338
24 25
26
27 28