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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$11K ﹤0.01%
29
-15
652
$11K ﹤0.01%
567
-99
653
$10K ﹤0.01%
131
+5
654
$10K ﹤0.01%
+697
655
$10K ﹤0.01%
+1,482
656
$10K ﹤0.01%
51
+47
657
$10K ﹤0.01%
1,326
-276
658
$10K ﹤0.01%
928
+829
659
$10K ﹤0.01%
7,145
+2,928
660
$10K ﹤0.01%
586
-1
661
$10K ﹤0.01%
145
+39
662
$10K ﹤0.01%
103
+5
663
$10K ﹤0.01%
170
664
$10K ﹤0.01%
864
+480
665
$10K ﹤0.01%
197
666
$10K ﹤0.01%
507
-401
667
$10K ﹤0.01%
158
+129
668
$10K ﹤0.01%
133
-93
669
$10K ﹤0.01%
252
+124
670
$10K ﹤0.01%
447
+254
671
$10K ﹤0.01%
2,216
+1,563
672
$10K ﹤0.01%
6,764
+2,376
673
$10K ﹤0.01%
530
+100
674
$10K ﹤0.01%
+931
675
$10K ﹤0.01%
+350
25 26
27
28 29