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
851
$7K ﹤0.01%
359
+35
852
$7K ﹤0.01%
+58
853
$7K ﹤0.01%
10
854
$7K ﹤0.01%
3,410
855
$7K ﹤0.01%
49
-24
856
$7K ﹤0.01%
6
+1
857
$7K ﹤0.01%
71
-16
858
$7K ﹤0.01%
34
859
$7K ﹤0.01%
402
-885
860
$7K ﹤0.01%
142
861
$7K ﹤0.01%
+233
862
$7K ﹤0.01%
116
+46
863
$7K ﹤0.01%
73
+7
864
$7K ﹤0.01%
103
865
$7K ﹤0.01%
64
-9
866
$7K ﹤0.01%
467
+373
867
$7K ﹤0.01%
140
868
$7K ﹤0.01%
632
+190
869
$7K ﹤0.01%
421
870
$7K ﹤0.01%
671
871
$6K ﹤0.01%
+105
872
$6K ﹤0.01%
62
873
$6K ﹤0.01%
217
+60
874
$6K ﹤0.01%
331
875
$6K ﹤0.01%
55
33 34
35
36 37