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
751
$10K ﹤0.01%
1,319
+223
752
$10K ﹤0.01%
58
753
$10K ﹤0.01%
293
754
$9K ﹤0.01%
749
-24
755
$9K ﹤0.01%
261
756
$9K ﹤0.01%
232
+98
757
$9K ﹤0.01%
486
+472
758
$9K ﹤0.01%
853
+9
759
$9K ﹤0.01%
217
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760
$9K ﹤0.01%
51
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761
$9K ﹤0.01%
+557
762
$9K ﹤0.01%
1,941
+1,299
763
$9K ﹤0.01%
177
+158
764
$9K ﹤0.01%
208
+93
765
$9K ﹤0.01%
325
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766
$9K ﹤0.01%
385
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767
$9K ﹤0.01%
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768
$9K ﹤0.01%
1,245
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769
$9K ﹤0.01%
586
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770
$9K ﹤0.01%
+259
771
$9K ﹤0.01%
206
772
$9K ﹤0.01%
139
773
$9K ﹤0.01%
+255
774
$9K ﹤0.01%
69
+26
775
$9K ﹤0.01%
300
+159
29 30
31
32 33