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
651
$13K ﹤0.01%
439
652
$13K ﹤0.01%
6,222
+2,029
653
$13K ﹤0.01%
200
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$13K ﹤0.01%
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$13K ﹤0.01%
133
656
$13K ﹤0.01%
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$13K ﹤0.01%
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658
$13K ﹤0.01%
+1,175
659
$12K ﹤0.01%
119
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660
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390
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$12K ﹤0.01%
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$12K ﹤0.01%
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664
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665
$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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670
$12K ﹤0.01%
57
671
$12K ﹤0.01%
565
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672
$12K ﹤0.01%
41
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673
$12K ﹤0.01%
264
674
$12K ﹤0.01%
651
+359
675
$12K ﹤0.01%
608
+521
25 26
27
28 29