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
776
$8K ﹤0.01%
63
-14
777
$8K ﹤0.01%
89
+33
778
$8K ﹤0.01%
303
779
$8K ﹤0.01%
508
780
$8K ﹤0.01%
180
+1
781
$8K ﹤0.01%
232
-96
782
$8K ﹤0.01%
46
+5
783
$8K ﹤0.01%
92
784
$8K ﹤0.01%
51
785
$8K ﹤0.01%
+88
786
$8K ﹤0.01%
224
787
$8K ﹤0.01%
78
788
$8K ﹤0.01%
79
-4
789
$8K ﹤0.01%
59
790
$8K ﹤0.01%
230
791
$8K ﹤0.01%
158
-480
792
$8K ﹤0.01%
69
+9
793
$8K ﹤0.01%
178
-142
794
$8K ﹤0.01%
139
795
$8K ﹤0.01%
750
796
$8K ﹤0.01%
87
797
$8K ﹤0.01%
+209
798
$8K ﹤0.01%
96
+81
799
$8K ﹤0.01%
+2,789
800
$8K ﹤0.01%
509
30 31
32
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