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
776
$9K ﹤0.01%
211
+95
777
$9K ﹤0.01%
325
+161
778
$9K ﹤0.01%
1,245
-490
779
$9K ﹤0.01%
586
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780
$9K ﹤0.01%
+264
781
$9K ﹤0.01%
206
782
$9K ﹤0.01%
139
783
$9K ﹤0.01%
+255
784
$9K ﹤0.01%
69
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785
$9K ﹤0.01%
176
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786
$9K ﹤0.01%
846
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787
$9K ﹤0.01%
70
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788
$9K ﹤0.01%
164
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789
$9K ﹤0.01%
199
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790
$9K ﹤0.01%
1,239
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791
$9K ﹤0.01%
385
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$9K ﹤0.01%
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793
$9K ﹤0.01%
300
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794
$9K ﹤0.01%
202
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795
$9K ﹤0.01%
530
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796
$8K ﹤0.01%
+462
797
$8K ﹤0.01%
92
798
$8K ﹤0.01%
173
799
$8K ﹤0.01%
124
800
$8K ﹤0.01%
423
+212
30 31
32
33 34