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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$10K ﹤0.01%
1,799
+1,141
727
$10K ﹤0.01%
700
+150
728
$10K ﹤0.01%
75
+40
729
$10K ﹤0.01%
171
730
$10K ﹤0.01%
886
-522
731
$10K ﹤0.01%
689
732
$10K ﹤0.01%
108
733
$10K ﹤0.01%
529
+268
734
$10K ﹤0.01%
75
+21
735
$10K ﹤0.01%
446
736
$10K ﹤0.01%
92
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737
$10K ﹤0.01%
232
738
$10K ﹤0.01%
1,319
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739
$10K ﹤0.01%
207
740
$10K ﹤0.01%
88
741
$10K ﹤0.01%
106
742
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743
$10K ﹤0.01%
532
744
$10K ﹤0.01%
1,595
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745
$10K ﹤0.01%
187
746
$10K ﹤0.01%
293
747
$10K ﹤0.01%
230
748
$10K ﹤0.01%
395
+124
749
$10K ﹤0.01%
77
-21
750
$10K ﹤0.01%
284
-183
28 29
30
31 32