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

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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%
+406
827
$6K ﹤0.01%
77
+8
828
$6K ﹤0.01%
+1,051
829
$6K ﹤0.01%
257
+25
830
$6K ﹤0.01%
315
+293
831
$6K ﹤0.01%
63
+38
832
$6K ﹤0.01%
89
+78
833
$6K ﹤0.01%
270
834
$6K ﹤0.01%
178
835
$6K ﹤0.01%
178
-3
836
$6K ﹤0.01%
+318
837
$6K ﹤0.01%
+509
838
$6K ﹤0.01%
529
+43
839
$6K ﹤0.01%
67
+50
840
$6K ﹤0.01%
417
-2,363
841
$6K ﹤0.01%
417
+213
842
$6K ﹤0.01%
78
+20
843
$6K ﹤0.01%
197
-121
844
$6K ﹤0.01%
200
+107
845
$6K ﹤0.01%
119
-1
846
$6K ﹤0.01%
114
+85
847
$6K ﹤0.01%
497
+95
848
$6K ﹤0.01%
142
849
$6K ﹤0.01%
114
+10
850
$6K ﹤0.01%
121
32 33
34
35 36