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
826
$8K ﹤0.01%
509
-114
827
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91
+62
828
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37
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829
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129
830
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59
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831
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832
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833
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834
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313
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835
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41
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836
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417
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837
$8K ﹤0.01%
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838
$8K ﹤0.01%
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839
$8K ﹤0.01%
25
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840
$8K ﹤0.01%
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$8K ﹤0.01%
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842
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$8K ﹤0.01%
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844
$8K ﹤0.01%
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845
$8K ﹤0.01%
55
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846
$7K ﹤0.01%
66
847
$7K ﹤0.01%
224
848
$7K ﹤0.01%
1,097
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849
$7K ﹤0.01%
412
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850
$7K ﹤0.01%
1,193
+693
32 33
34
35 36