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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$7K ﹤0.01%
412
-275
877
$7K ﹤0.01%
1,193
+693
878
$7K ﹤0.01%
+128
879
$7K ﹤0.01%
+70
880
$7K ﹤0.01%
147
+38
881
$7K ﹤0.01%
220
+70
882
$7K ﹤0.01%
56
+21
883
$7K ﹤0.01%
75
-93
884
$7K ﹤0.01%
355
885
$6K ﹤0.01%
62
886
$6K ﹤0.01%
55
887
$6K ﹤0.01%
71
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888
$6K ﹤0.01%
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889
$6K ﹤0.01%
359
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890
$6K ﹤0.01%
303
891
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47
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892
$6K ﹤0.01%
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893
$6K ﹤0.01%
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895
$6K ﹤0.01%
160
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896
$6K ﹤0.01%
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897
$6K ﹤0.01%
400
-368
898
$6K ﹤0.01%
201
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899
$6K ﹤0.01%
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900
$6K ﹤0.01%
124
34 35
36
37 38