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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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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
701
$10K ﹤0.01%
328
+75
702
$10K ﹤0.01%
257
703
$10K ﹤0.01%
+530
704
$10K ﹤0.01%
419
+234
705
$10K ﹤0.01%
232
706
$10K ﹤0.01%
164
707
$10K ﹤0.01%
270
-258
708
$10K ﹤0.01%
389
709
$10K ﹤0.01%
313
710
$10K ﹤0.01%
532
-25
711
$10K ﹤0.01%
215
+4
712
$10K ﹤0.01%
142
-9
713
$10K ﹤0.01%
449
+3
714
$10K ﹤0.01%
187
715
$10K ﹤0.01%
407
+107
716
$10K ﹤0.01%
196
+23
717
$10K ﹤0.01%
+251
718
$10K ﹤0.01%
411
+157
719
$10K ﹤0.01%
274
720
$10K ﹤0.01%
377
721
$10K ﹤0.01%
135
722
$10K ﹤0.01%
691
+161
723
$10K ﹤0.01%
529
+359
724
$10K ﹤0.01%
2,331
+177
725
$10K ﹤0.01%
374
-267
27 28
29
30 31