We are live on ! Find out more
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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
236
-124
727
$8K ﹤0.01%
341
+286
728
$8K ﹤0.01%
207
729
$8K ﹤0.01%
276
+78
730
$8K ﹤0.01%
76
+41
731
$8K ﹤0.01%
139
732
$8K ﹤0.01%
173
-23
733
$8K ﹤0.01%
420
+90
734
$8K ﹤0.01%
357
+335
735
$8K ﹤0.01%
203
736
$8K ﹤0.01%
339
+146
737
$8K ﹤0.01%
319
+158
738
$8K ﹤0.01%
831
+117
739
$8K ﹤0.01%
319
-346
740
$8K ﹤0.01%
789
-1,217
741
$8K ﹤0.01%
350
+260
742
$8K ﹤0.01%
+1,231
743
$8K ﹤0.01%
127
+67
744
$8K ﹤0.01%
59
745
$8K ﹤0.01%
187
746
$8K ﹤0.01%
2,321
-10
747
$8K ﹤0.01%
269
-242
748
$8K ﹤0.01%
535
+451
749
$8K ﹤0.01%
265
-822
750
$8K ﹤0.01%
124
28 29
30
31 32