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
676
$12K ﹤0.01%
49
+23
677
$12K ﹤0.01%
197
+69
678
$12K ﹤0.01%
1,893
-111
679
$12K ﹤0.01%
73
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680
$12K ﹤0.01%
274
-57
681
$12K ﹤0.01%
584
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682
$11K ﹤0.01%
77
-46
683
$11K ﹤0.01%
130
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684
$11K ﹤0.01%
246
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685
$11K ﹤0.01%
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686
$11K ﹤0.01%
389
687
$11K ﹤0.01%
223
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688
$11K ﹤0.01%
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689
$11K ﹤0.01%
46
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$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
73
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696
$11K ﹤0.01%
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697
$11K ﹤0.01%
455
-455
698
$11K ﹤0.01%
377
699
$11K ﹤0.01%
611
-153
700
$11K ﹤0.01%
45
26 27
28
29 30