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
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
+358
682
$11K ﹤0.01%
94
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683
$11K ﹤0.01%
716
+43
684
$11K ﹤0.01%
45
685
$11K ﹤0.01%
389
686
$11K ﹤0.01%
223
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687
$11K ﹤0.01%
46
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688
$11K ﹤0.01%
2,024
+345
689
$11K ﹤0.01%
327
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690
$11K ﹤0.01%
437
691
$11K ﹤0.01%
366
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692
$11K ﹤0.01%
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693
$11K ﹤0.01%
130
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694
$11K ﹤0.01%
246
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695
$11K ﹤0.01%
401
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696
$11K ﹤0.01%
+125
697
$11K ﹤0.01%
141
+65
698
$11K ﹤0.01%
145
699
$11K ﹤0.01%
+461
700
$11K ﹤0.01%
585
+2
26 27
28
29 30