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
676
$11K ﹤0.01%
437
677
$11K ﹤0.01%
848
+461
678
$11K ﹤0.01%
700
679
$11K ﹤0.01%
1,197
+935
680
$11K ﹤0.01%
428
+405
681
$11K ﹤0.01%
158
-481
682
$11K ﹤0.01%
108
683
$11K ﹤0.01%
404
+3
684
$11K ﹤0.01%
85
+50
685
$11K ﹤0.01%
4,217
-710
686
$11K ﹤0.01%
88
687
$11K ﹤0.01%
145
688
$11K ﹤0.01%
324
+162
689
$11K ﹤0.01%
106
690
$11K ﹤0.01%
93
+40
691
$11K ﹤0.01%
293
692
$11K ﹤0.01%
70
693
$11K ﹤0.01%
6,156
-1,104
694
$11K ﹤0.01%
166
-19
695
$11K ﹤0.01%
1,893
696
$11K ﹤0.01%
417
-193
697
$10K ﹤0.01%
231
698
$10K ﹤0.01%
+530
699
$10K ﹤0.01%
419
+234
700
$10K ﹤0.01%
232
26 27
28
29 30