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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
1,010
+795
802
$9K ﹤0.01%
163
-8
803
$9K ﹤0.01%
91
804
$9K ﹤0.01%
125
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805
$9K ﹤0.01%
310
-298
806
$9K ﹤0.01%
60
+45
807
$9K ﹤0.01%
59
808
$9K ﹤0.01%
342
+37
809
$9K ﹤0.01%
2,525
+1,716
810
$9K ﹤0.01%
95
+67
811
$9K ﹤0.01%
337
812
$9K ﹤0.01%
327
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813
$9K ﹤0.01%
322
+2
814
$9K ﹤0.01%
41
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815
$9K ﹤0.01%
258
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816
$9K ﹤0.01%
210
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817
$9K ﹤0.01%
48
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818
$9K ﹤0.01%
331
+12
819
$9K ﹤0.01%
128
-4
820
$9K ﹤0.01%
307
-43
821
$9K ﹤0.01%
+913
822
$9K ﹤0.01%
133
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823
$9K ﹤0.01%
246
+68
824
$9K ﹤0.01%
428
-313
825
$9K ﹤0.01%
579
+162
31 32
33
34 35