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%
151
+32
752
$10K ﹤0.01%
532
753
$10K ﹤0.01%
1,595
-170
754
$9K ﹤0.01%
846
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755
$9K ﹤0.01%
70
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756
$9K ﹤0.01%
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757
$9K ﹤0.01%
749
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$9K ﹤0.01%
261
759
$9K ﹤0.01%
1,239
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760
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211
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764
$9K ﹤0.01%
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$9K ﹤0.01%
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773
$9K ﹤0.01%
300
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$9K ﹤0.01%
202
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775
$9K ﹤0.01%
530
+335
29 30
31
32 33