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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$8K ﹤0.01%
122
-97
852
$8K ﹤0.01%
75
+17
853
$8K ﹤0.01%
750
854
$8K ﹤0.01%
4,838
-1,926
855
$8K ﹤0.01%
104
+17
856
$8K ﹤0.01%
119
-3
857
$8K ﹤0.01%
17
-8
858
$8K ﹤0.01%
428
-100
859
$8K ﹤0.01%
484
+251
860
$8K ﹤0.01%
1,344
+738
861
$8K ﹤0.01%
1,004
+146
862
$7K ﹤0.01%
140
+35
863
$7K ﹤0.01%
114
+56
864
$7K ﹤0.01%
16
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865
$7K ﹤0.01%
266
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866
$7K ﹤0.01%
465
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867
$7K ﹤0.01%
83
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868
$7K ﹤0.01%
118
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869
$7K ﹤0.01%
74
870
$7K ﹤0.01%
57
-6
871
$7K ﹤0.01%
753
-142
872
$7K ﹤0.01%
454
+141
873
$7K ﹤0.01%
289
-347
874
$7K ﹤0.01%
+244
875
$7K ﹤0.01%
529
+356
33 34
35
36 37