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
626
$14K ﹤0.01%
484
+189
627
$14K ﹤0.01%
653
+2
628
$14K ﹤0.01%
609
+1
629
$14K ﹤0.01%
277
+1
630
$14K ﹤0.01%
133
631
$13K ﹤0.01%
183
632
$13K ﹤0.01%
392
+2
633
$13K ﹤0.01%
880
+480
634
$13K ﹤0.01%
205
+1
635
$13K ﹤0.01%
317
-603
636
$13K ﹤0.01%
72
637
$13K ﹤0.01%
155
+29
638
$13K ﹤0.01%
203
-205
639
$13K ﹤0.01%
+415
640
$13K ﹤0.01%
496
-479
641
$13K ﹤0.01%
516
+2
642
$13K ﹤0.01%
66
+9
643
$13K ﹤0.01%
629
+244
644
$13K ﹤0.01%
1,725
+480
645
$13K ﹤0.01%
439
646
$13K ﹤0.01%
120
-8
647
$13K ﹤0.01%
318
648
$13K ﹤0.01%
1,086
+646
649
$13K ﹤0.01%
1,538
-470
650
$13K ﹤0.01%
296
-100
24 25
26
27 28