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
51
$710K 0.22%
24,914
-2,150
52
$701K 0.22%
12,533
-3,008
53
$697K 0.22%
5,931
-185
54
$682K 0.21%
3,971
+32
55
$677K 0.21%
13,878
+146
56
$667K 0.21%
+16,335
57
$619K 0.19%
2,245
-3
58
$595K 0.19%
3,524
-186
59
$589K 0.18%
2,544
+20
60
$578K 0.18%
1,939
-4
61
$571K 0.18%
9,400
+1,300
62
$565K 0.18%
12,556
63
$555K 0.17%
+18,000
64
$550K 0.17%
3,713
+159
65
$535K 0.17%
30,440
-2,070
66
$520K 0.16%
15,270
-2,422
67
$515K 0.16%
1,354
+15
68
$483K 0.15%
+100,256
69
$473K 0.15%
1,649
-28
70
$467K 0.15%
6,367
+16
71
$460K 0.14%
7,630
-180
72
$459K 0.14%
2,852
-1
73
$458K 0.14%
9,097
+1,320
74
$443K 0.14%
4,770
+35
75
$439K 0.14%
33,662
-652
1 2
3
4 5