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
826
$7K ﹤0.01%
215
827
$7K ﹤0.01%
6
828
$7K ﹤0.01%
69
829
$7K ﹤0.01%
208
830
$7K ﹤0.01%
+758
831
$7K ﹤0.01%
263
-88
832
$7K ﹤0.01%
470
+290
833
$7K ﹤0.01%
386
834
$7K ﹤0.01%
216
835
$7K ﹤0.01%
35
-2
836
$7K ﹤0.01%
177
+1
837
$7K ﹤0.01%
129
838
$7K ﹤0.01%
40
-11
839
$7K ﹤0.01%
190
840
$7K ﹤0.01%
2,600
+585
841
$7K ﹤0.01%
246
+69
842
$7K ﹤0.01%
240
+51
843
$7K ﹤0.01%
+1,650
844
$7K ﹤0.01%
87
845
$7K ﹤0.01%
+502
846
$7K ﹤0.01%
72
+2
847
$7K ﹤0.01%
926
+155
848
$7K ﹤0.01%
+488
849
$7K ﹤0.01%
200
-20
850
$7K ﹤0.01%
80
-12
32 33
34
35 36