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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
160
827
$6K ﹤0.01%
612
-919
828
$6K ﹤0.01%
127
-30
829
$6K ﹤0.01%
166
+88
830
$6K ﹤0.01%
270
831
$6K ﹤0.01%
178
832
$6K ﹤0.01%
178
-3
833
$6K ﹤0.01%
+318
834
$6K ﹤0.01%
+509
835
$6K ﹤0.01%
529
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836
$6K ﹤0.01%
67
+50
837
$6K ﹤0.01%
417
-2,363
838
$6K ﹤0.01%
417
+213
839
$6K ﹤0.01%
78
+20
840
$6K ﹤0.01%
197
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841
$6K ﹤0.01%
200
+107
842
$6K ﹤0.01%
119
-1
843
$6K ﹤0.01%
114
+85
844
$6K ﹤0.01%
497
+95
845
$6K ﹤0.01%
211
+67
846
$6K ﹤0.01%
305
+10
847
$6K ﹤0.01%
565
+102
848
$6K ﹤0.01%
423
849
$6K ﹤0.01%
756
+433
850
$6K ﹤0.01%
122
+9
32 33
34
35 36