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
701
$11K ﹤0.01%
455
-455
702
$11K ﹤0.01%
377
703
$11K ﹤0.01%
611
-153
704
$11K ﹤0.01%
389
705
$11K ﹤0.01%
223
-10,618
706
$11K ﹤0.01%
46
+29
707
$10K ﹤0.01%
288
708
$10K ﹤0.01%
54
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709
$10K ﹤0.01%
231
710
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98
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711
$10K ﹤0.01%
179
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712
$10K ﹤0.01%
1,935
+1,175
713
$10K ﹤0.01%
549
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714
$10K ﹤0.01%
+134
715
$10K ﹤0.01%
146
716
$10K ﹤0.01%
1,799
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717
$10K ﹤0.01%
700
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718
$10K ﹤0.01%
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719
$10K ﹤0.01%
171
720
$10K ﹤0.01%
886
-522
721
$10K ﹤0.01%
689
722
$10K ﹤0.01%
108
723
$10K ﹤0.01%
529
+268
724
$10K ﹤0.01%
75
+21
725
$10K ﹤0.01%
446
27 28
29
30 31