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
701
$11K ﹤0.01%
366
+42
702
$11K ﹤0.01%
2,024
+345
703
$11K ﹤0.01%
327
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704
$11K ﹤0.01%
437
705
$11K ﹤0.01%
94
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706
$11K ﹤0.01%
716
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707
$10K ﹤0.01%
231
708
$10K ﹤0.01%
98
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709
$10K ﹤0.01%
1,935
+1,175
710
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549
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711
$10K ﹤0.01%
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712
$10K ﹤0.01%
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713
$10K ﹤0.01%
1,799
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714
$10K ﹤0.01%
700
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715
$10K ﹤0.01%
75
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716
$10K ﹤0.01%
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717
$10K ﹤0.01%
88
718
$10K ﹤0.01%
288
719
$10K ﹤0.01%
54
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720
$10K ﹤0.01%
106
721
$10K ﹤0.01%
151
+32
722
$10K ﹤0.01%
532
723
$10K ﹤0.01%
1,595
-170
724
$10K ﹤0.01%
66
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725
$10K ﹤0.01%
154
+92
27 28
29
30 31