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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
826
$8K ﹤0.01%
353
+311
827
$8K ﹤0.01%
202
828
$8K ﹤0.01%
87
829
$8K ﹤0.01%
232
830
$8K ﹤0.01%
191
+84
831
$8K ﹤0.01%
274
+27
832
$8K ﹤0.01%
92
+84
833
$8K ﹤0.01%
91
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834
$8K ﹤0.01%
713
-262
835
$8K ﹤0.01%
+671
836
$8K ﹤0.01%
55
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837
$8K ﹤0.01%
390
-145
838
$8K ﹤0.01%
3,410
+2,865
839
$8K ﹤0.01%
194
840
$8K ﹤0.01%
146
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841
$8K ﹤0.01%
185
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842
$8K ﹤0.01%
1,062
+24
843
$8K ﹤0.01%
148
-51
844
$8K ﹤0.01%
216
845
$8K ﹤0.01%
509
-114
846
$7K ﹤0.01%
128
847
$7K ﹤0.01%
124
848
$7K ﹤0.01%
140
-149
849
$7K ﹤0.01%
255
+110
850
$7K ﹤0.01%
54
32 33
34
35 36