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
751
$10K ﹤0.01%
154
+92
752
$10K ﹤0.01%
446
+3
753
$10K ﹤0.01%
144
754
$9K ﹤0.01%
295
+145
755
$9K ﹤0.01%
+2,111
756
$9K ﹤0.01%
749
-24
757
$9K ﹤0.01%
261
758
$9K ﹤0.01%
198
759
$9K ﹤0.01%
+875
760
$9K ﹤0.01%
211
+19
761
$9K ﹤0.01%
717
+239
762
$9K ﹤0.01%
+200
763
$9K ﹤0.01%
174
-103
764
$9K ﹤0.01%
126
+33
765
$9K ﹤0.01%
351
766
$9K ﹤0.01%
253
-678
767
$9K ﹤0.01%
257
768
$9K ﹤0.01%
232
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769
$9K ﹤0.01%
486
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770
$9K ﹤0.01%
853
+9
771
$9K ﹤0.01%
217
+125
772
$9K ﹤0.01%
51
+40
773
$9K ﹤0.01%
+557
774
$9K ﹤0.01%
1,941
+1,299
775
$9K ﹤0.01%
177
+158
29 30
31
32 33