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
801
$8K ﹤0.01%
956
+461
802
$8K ﹤0.01%
714
+1
803
$8K ﹤0.01%
53
-3
804
$8K ﹤0.01%
89
-84
805
$8K ﹤0.01%
63
806
$8K ﹤0.01%
349
807
$8K ﹤0.01%
209
+5
808
$8K ﹤0.01%
883
+8
809
$8K ﹤0.01%
299
810
$8K ﹤0.01%
185
811
$8K ﹤0.01%
128
812
$8K ﹤0.01%
229
+134
813
$8K ﹤0.01%
579
-280
814
$8K ﹤0.01%
1,072
+10
815
$8K ﹤0.01%
76
-71
816
$8K ﹤0.01%
255
817
$8K ﹤0.01%
69
818
$8K ﹤0.01%
25
819
$7K ﹤0.01%
235
820
$7K ﹤0.01%
140
821
$7K ﹤0.01%
409
+378
822
$7K ﹤0.01%
36
+15
823
$7K ﹤0.01%
+276
824
$7K ﹤0.01%
1,406
-618
825
$7K ﹤0.01%
125
31 32
33
34 35