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
776
$9K ﹤0.01%
176
-104
777
$9K ﹤0.01%
295
+145
778
$9K ﹤0.01%
846
+423
779
$9K ﹤0.01%
70
+48
780
$9K ﹤0.01%
+2,111
781
$9K ﹤0.01%
164
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782
$9K ﹤0.01%
199
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783
$9K ﹤0.01%
202
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784
$9K ﹤0.01%
530
+335
785
$9K ﹤0.01%
198
786
$9K ﹤0.01%
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787
$9K ﹤0.01%
1,239
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788
$9K ﹤0.01%
211
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789
$9K ﹤0.01%
717
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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794
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795
$9K ﹤0.01%
257
796
$8K ﹤0.01%
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797
$8K ﹤0.01%
481
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798
$8K ﹤0.01%
90
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799
$8K ﹤0.01%
2,154
+1,112
800
$8K ﹤0.01%
+331
30 31
32
33 34