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%
198
777
$9K ﹤0.01%
+875
778
$9K ﹤0.01%
853
+9
779
$9K ﹤0.01%
217
+125
780
$9K ﹤0.01%
51
+40
781
$9K ﹤0.01%
+557
782
$9K ﹤0.01%
1,941
+1,299
783
$9K ﹤0.01%
177
+158
784
$9K ﹤0.01%
208
+93
785
$9K ﹤0.01%
325
+161
786
$9K ﹤0.01%
586
+2
787
$9K ﹤0.01%
+262
788
$9K ﹤0.01%
206
789
$9K ﹤0.01%
139
790
$9K ﹤0.01%
+255
791
$9K ﹤0.01%
69
+26
792
$9K ﹤0.01%
176
-104
793
$9K ﹤0.01%
295
+145
794
$9K ﹤0.01%
164
+120
795
$9K ﹤0.01%
199
+1
796
$8K ﹤0.01%
235
+40
797
$8K ﹤0.01%
481
+285
798
$8K ﹤0.01%
90
+54
799
$8K ﹤0.01%
2,154
+1,112
800
$8K ﹤0.01%
+331
30 31
32
33 34