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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
751
$8K ﹤0.01%
1,340
-585
752
$8K ﹤0.01%
328
+71
753
$8K ﹤0.01%
471
-37
754
$8K ﹤0.01%
252
+6
755
$7K ﹤0.01%
356
-30
756
$7K ﹤0.01%
91
+85
757
$7K ﹤0.01%
957
-682
758
$7K ﹤0.01%
99
+25
759
$7K ﹤0.01%
142
+37
760
$7K ﹤0.01%
124
+3
761
$7K ﹤0.01%
64
+39
762
$7K ﹤0.01%
54
+18
763
$7K ﹤0.01%
+93
764
$7K ﹤0.01%
216
765
$7K ﹤0.01%
392
+341
766
$7K ﹤0.01%
289
-403
767
$7K ﹤0.01%
300
+199
768
$7K ﹤0.01%
58
-9
769
$7K ﹤0.01%
53
+1
770
$7K ﹤0.01%
3,409
+1,051
771
$7K ﹤0.01%
2,236
-2,765
772
$7K ﹤0.01%
319
-57
773
$7K ﹤0.01%
92
774
$7K ﹤0.01%
54
775
$7K ﹤0.01%
252
+175
29 30
31
32 33