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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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$14K ﹤0.01%
299
+1
652
$14K ﹤0.01%
63
+4
653
$14K ﹤0.01%
403
+248
654
$14K ﹤0.01%
365
+113
655
$14K ﹤0.01%
+338
656
$14K ﹤0.01%
269
-49
657
$14K ﹤0.01%
523
+495
658
$14K ﹤0.01%
515
+62
659
$14K ﹤0.01%
490
+140
660
$14K ﹤0.01%
362
-12
661
$14K ﹤0.01%
496
-70
662
$14K ﹤0.01%
878
-136
663
$14K ﹤0.01%
529
+63
664
$13K ﹤0.01%
2,612
-338
665
$13K ﹤0.01%
492
+401
666
$13K ﹤0.01%
65
+59
667
$13K ﹤0.01%
1,758
+1,278
668
$13K ﹤0.01%
184
-55
669
$13K ﹤0.01%
75
+30
670
$13K ﹤0.01%
138
-1,442
671
$13K ﹤0.01%
1,195
+550
672
$13K ﹤0.01%
408
+227
673
$13K ﹤0.01%
375
+207
674
$13K ﹤0.01%
250
+14
675
$13K ﹤0.01%
150
+40
25 26
27
28 29