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
701
$10K ﹤0.01%
164
702
$10K ﹤0.01%
270
-258
703
$10K ﹤0.01%
389
704
$10K ﹤0.01%
196
-31
705
$10K ﹤0.01%
449
+3
706
$10K ﹤0.01%
187
707
$10K ﹤0.01%
407
+107
708
$10K ﹤0.01%
196
+23
709
$10K ﹤0.01%
135
710
$10K ﹤0.01%
+251
711
$10K ﹤0.01%
411
+157
712
$10K ﹤0.01%
274
713
$10K ﹤0.01%
377
714
$10K ﹤0.01%
691
+161
715
$10K ﹤0.01%
558
+9
716
$10K ﹤0.01%
2,331
+177
717
$10K ﹤0.01%
374
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718
$10K ﹤0.01%
266
-61
719
$10K ﹤0.01%
134
720
$10K ﹤0.01%
211
721
$10K ﹤0.01%
192
722
$10K ﹤0.01%
91
-3
723
$10K ﹤0.01%
186
+38
724
$10K ﹤0.01%
529
+359
725
$10K ﹤0.01%
1,146
+260
27 28
29
30 31