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
726
$10K ﹤0.01%
328
+75
727
$10K ﹤0.01%
257
728
$10K ﹤0.01%
313
729
$10K ﹤0.01%
532
-25
730
$10K ﹤0.01%
212
+4
731
$10K ﹤0.01%
142
-9
732
$10K ﹤0.01%
68
-5
733
$9K ﹤0.01%
199
+1
734
$9K ﹤0.01%
102
735
$9K ﹤0.01%
146
736
$9K ﹤0.01%
146
737
$9K ﹤0.01%
2,795
+996
738
$9K ﹤0.01%
220
+202
739
$9K ﹤0.01%
171
740
$9K ﹤0.01%
689
741
$9K ﹤0.01%
+74
742
$9K ﹤0.01%
119
-6
743
$9K ﹤0.01%
277
+105
744
$9K ﹤0.01%
54
745
$9K ﹤0.01%
415
+353
746
$9K ﹤0.01%
49
+22
747
$9K ﹤0.01%
588
+2
748
$9K ﹤0.01%
90
749
$9K ﹤0.01%
206
750
$9K ﹤0.01%
267
-386
28 29
30
31 32