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
801
$8K ﹤0.01%
146
+49
802
$8K ﹤0.01%
185
+60
803
$8K ﹤0.01%
1,062
+24
804
$8K ﹤0.01%
192
+147
805
$8K ﹤0.01%
148
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806
$8K ﹤0.01%
216
807
$8K ﹤0.01%
508
808
$8K ﹤0.01%
270
809
$8K ﹤0.01%
299
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810
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73
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811
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812
$8K ﹤0.01%
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813
$8K ﹤0.01%
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814
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815
$8K ﹤0.01%
353
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816
$8K ﹤0.01%
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817
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818
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819
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$8K ﹤0.01%
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821
$8K ﹤0.01%
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822
$8K ﹤0.01%
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$8K ﹤0.01%
390
-145
824
$8K ﹤0.01%
3,410
+2,865
825
$8K ﹤0.01%
194
31 32
33
34 35