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
751
$9K ﹤0.01%
155
+1
752
$9K ﹤0.01%
139
753
$9K ﹤0.01%
144
754
$9K ﹤0.01%
852
+6
755
$9K ﹤0.01%
353
756
$9K ﹤0.01%
203
+1
757
$9K ﹤0.01%
+260
758
$9K ﹤0.01%
806
-470
759
$9K ﹤0.01%
156
-8
760
$9K ﹤0.01%
+217
761
$9K ﹤0.01%
330
+297
762
$9K ﹤0.01%
199
763
$9K ﹤0.01%
543
-68
764
$9K ﹤0.01%
171
-31
765
$9K ﹤0.01%
472
-112
766
$9K ﹤0.01%
261
767
$9K ﹤0.01%
598
+117
768
$9K ﹤0.01%
486
769
$9K ﹤0.01%
446
770
$9K ﹤0.01%
653
771
$9K ﹤0.01%
2,059
772
$9K ﹤0.01%
196
-21
773
$8K ﹤0.01%
54
774
$8K ﹤0.01%
124
775
$8K ﹤0.01%
+2,521
29 30
31
32 33