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%
302
+210
702
$11K ﹤0.01%
73
+46
703
$11K ﹤0.01%
+293
704
$11K ﹤0.01%
455
-455
705
$11K ﹤0.01%
377
706
$11K ﹤0.01%
611
-153
707
$10K ﹤0.01%
288
708
$10K ﹤0.01%
54
+19
709
$10K ﹤0.01%
231
710
$10K ﹤0.01%
98
+48
711
$10K ﹤0.01%
179
-19
712
$10K ﹤0.01%
3,450
+3,102
713
$10K ﹤0.01%
349
714
$10K ﹤0.01%
204
715
$10K ﹤0.01%
576
716
$10K ﹤0.01%
164
+1
717
$10K ﹤0.01%
58
718
$10K ﹤0.01%
66
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719
$10K ﹤0.01%
154
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720
$10K ﹤0.01%
446
+3
721
$10K ﹤0.01%
144
722
$10K ﹤0.01%
1,935
+1,175
723
$10K ﹤0.01%
549
+221
724
$10K ﹤0.01%
+134
725
$10K ﹤0.01%
146
27 28
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30 31