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
651
$12K ﹤0.01%
740
-383
652
$12K ﹤0.01%
120
+1
653
$12K ﹤0.01%
98
654
$12K ﹤0.01%
808
-450
655
$12K ﹤0.01%
95
+20
656
$12K ﹤0.01%
126
657
$12K ﹤0.01%
301
658
$12K ﹤0.01%
508
+148
659
$12K ﹤0.01%
130
660
$12K ﹤0.01%
246
661
$12K ﹤0.01%
80
-7
662
$12K ﹤0.01%
63
+14
663
$12K ﹤0.01%
2,031
+712
664
$12K ﹤0.01%
595
-285
665
$12K ﹤0.01%
587
+2
666
$12K ﹤0.01%
465
+439
667
$12K ﹤0.01%
323
+21
668
$12K ﹤0.01%
223
+66
669
$12K ﹤0.01%
3,291
+3,127
670
$12K ﹤0.01%
753
+341
671
$12K ﹤0.01%
293
672
$12K ﹤0.01%
690
673
$12K ﹤0.01%
98
-123
674
$11K ﹤0.01%
419
-99
675
$11K ﹤0.01%
132
-138
25 26
27
28 29