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
51
$683K 0.22%
6,116
+891
52
$683K 0.22%
3,939
-1,722
53
$678K 0.22%
27,064
+2,044
54
$663K 0.21%
6,058
+451
55
$662K 0.21%
2,248
+125
56
$647K 0.21%
3,710
+136
57
$610K 0.19%
+13,732
58
$571K 0.18%
1,943
+330
59
$562K 0.18%
12,556
60
$559K 0.18%
32,510
-122
61
$538K 0.17%
3,554
+273
62
$528K 0.17%
4,621
+293
63
$524K 0.17%
2,524
-1,463
64
$487K 0.16%
1,339
+67
65
$481K 0.15%
34,314
+1,412
66
$471K 0.15%
2,853
+73
67
$462K 0.15%
4,735
+4,557
68
$448K 0.14%
13,515
+4,589
69
$445K 0.14%
7,810
+1,476
70
$442K 0.14%
1,677
+34
71
$436K 0.14%
8,100
+2,840
72
$435K 0.14%
6,351
-817
73
$425K 0.14%
5,547
-5,230
74
$424K 0.13%
10,970
+363
75
$414K 0.13%
3,166
+286
1 2
3
4 5