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

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
+22
652
$13K ﹤0.01%
+1,175
653
$13K ﹤0.01%
200
+1
654
$13K ﹤0.01%
276
655
$13K ﹤0.01%
133
656
$13K ﹤0.01%
318
657
$13K ﹤0.01%
+406
658
$13K ﹤0.01%
338
659
$12K ﹤0.01%
119
+2
660
$12K ﹤0.01%
390
+2
661
$12K ﹤0.01%
204
662
$12K ﹤0.01%
72
+27
663
$12K ﹤0.01%
126
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664
$12K ﹤0.01%
340
+36
665
$12K ﹤0.01%
72
+26
666
$12K ﹤0.01%
301
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667
$12K ﹤0.01%
1,149
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668
$12K ﹤0.01%
87
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669
$12K ﹤0.01%
87
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670
$12K ﹤0.01%
57
671
$12K ﹤0.01%
41
-83
672
$12K ﹤0.01%
264
673
$12K ﹤0.01%
651
+359
674
$12K ﹤0.01%
608
+521
675
$12K ﹤0.01%
49
+23
25 26
27
28 29