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
726
$10K ﹤0.01%
77
-21
727
$10K ﹤0.01%
284
-183
728
$10K ﹤0.01%
438
+395
729
$10K ﹤0.01%
135
730
$10K ﹤0.01%
2,900
+2,342
731
$10K ﹤0.01%
3,450
+3,102
732
$10K ﹤0.01%
349
733
$10K ﹤0.01%
204
734
$10K ﹤0.01%
576
735
$10K ﹤0.01%
231
736
$10K ﹤0.01%
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737
$10K ﹤0.01%
1,935
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738
$10K ﹤0.01%
549
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739
$10K ﹤0.01%
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740
$10K ﹤0.01%
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$10K ﹤0.01%
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742
$10K ﹤0.01%
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744
$10K ﹤0.01%
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745
$10K ﹤0.01%
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746
$10K ﹤0.01%
689
747
$10K ﹤0.01%
108
748
$10K ﹤0.01%
529
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749
$10K ﹤0.01%
75
+21
750
$10K ﹤0.01%
54
+19
28 29
30
31 32