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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
+331
802
$8K ﹤0.01%
146
+49
803
$8K ﹤0.01%
185
+60
804
$8K ﹤0.01%
1,062
+24
805
$8K ﹤0.01%
148
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806
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216
807
$8K ﹤0.01%
73
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808
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78
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809
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810
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509
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811
$8K ﹤0.01%
235
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812
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481
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813
$8K ﹤0.01%
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$8K ﹤0.01%
2,154
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815
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817
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270
818
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819
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37
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820
$8K ﹤0.01%
129
821
$8K ﹤0.01%
59
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$8K ﹤0.01%
160
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823
$8K ﹤0.01%
137
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824
$8K ﹤0.01%
409
+22
825
$8K ﹤0.01%
313
-113
31 32
33
34 35