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

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

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%
91
+13
777
$7K ﹤0.01%
167
-30
778
$7K ﹤0.01%
90
779
$7K ﹤0.01%
155
-1
780
$7K ﹤0.01%
514
-200
781
$7K ﹤0.01%
65
-4
782
$7K ﹤0.01%
831
+722
783
$7K ﹤0.01%
+337
784
$7K ﹤0.01%
44
-32
785
$7K ﹤0.01%
+320
786
$7K ﹤0.01%
750
787
$7K ﹤0.01%
+186
788
$7K ﹤0.01%
87
789
$7K ﹤0.01%
+25
790
$7K ﹤0.01%
12
+6
791
$7K ﹤0.01%
735
+247
792
$7K ﹤0.01%
132
-24
793
$7K ﹤0.01%
444
+271
794
$7K ﹤0.01%
358
+249
795
$7K ﹤0.01%
1,050
+854
796
$7K ﹤0.01%
64
+1
797
$7K ﹤0.01%
56
+34
798
$7K ﹤0.01%
670
-529
799
$7K ﹤0.01%
+133
800
$7K ﹤0.01%
256
+146
30 31
32
33 34