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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$12K ﹤0.01%
361
-66
702
$12K ﹤0.01%
75
-52
703
$12K ﹤0.01%
225
+39
704
$12K ﹤0.01%
+425
705
$12K ﹤0.01%
91
+15
706
$12K ﹤0.01%
212
-230
707
$12K ﹤0.01%
112
+7
708
$11K ﹤0.01%
560
+413
709
$11K ﹤0.01%
988
+394
710
$11K ﹤0.01%
143
+23
711
$11K ﹤0.01%
211
-70
712
$11K ﹤0.01%
277
+61
713
$11K ﹤0.01%
209
+67
714
$11K ﹤0.01%
864
715
$11K ﹤0.01%
1,194
+863
716
$11K ﹤0.01%
170
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717
$11K ﹤0.01%
632
+571
718
$11K ﹤0.01%
189
-172
719
$11K ﹤0.01%
359
+185
720
$11K ﹤0.01%
225
-80
721
$11K ﹤0.01%
430
-17
722
$11K ﹤0.01%
283
+100
723
$11K ﹤0.01%
1,260
+554
724
$11K ﹤0.01%
170
+15
725
$11K ﹤0.01%
1,110
-230
27 28
29
30 31