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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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
776
$7K ﹤0.01%
99
+25
777
$7K ﹤0.01%
58
-9
778
$7K ﹤0.01%
53
+1
779
$7K ﹤0.01%
3,409
+1,051
780
$7K ﹤0.01%
2,236
-2,765
781
$7K ﹤0.01%
319
-57
782
$7K ﹤0.01%
54
783
$7K ﹤0.01%
252
+175
784
$7K ﹤0.01%
294
-30
785
$7K ﹤0.01%
+1,024
786
$7K ﹤0.01%
381
-186
787
$7K ﹤0.01%
337
+226
788
$7K ﹤0.01%
123
+7
789
$7K ﹤0.01%
319
+237
790
$7K ﹤0.01%
91
+13
791
$7K ﹤0.01%
167
-30
792
$7K ﹤0.01%
90
793
$7K ﹤0.01%
3,314
+2,852
794
$7K ﹤0.01%
67
+3
795
$7K ﹤0.01%
155
-1
796
$7K ﹤0.01%
98
+87
797
$7K ﹤0.01%
514
-200
798
$7K ﹤0.01%
65
-4
799
$7K ﹤0.01%
831
+722
800
$7K ﹤0.01%
+337
30 31
32
33 34