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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
$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%
1,193
+693
877
$7K ﹤0.01%
+128
878
$7K ﹤0.01%
+70
879
$7K ﹤0.01%
147
+38
880
$7K ﹤0.01%
220
+70
881
$7K ﹤0.01%
421
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%
+1,604
887
$6K ﹤0.01%
160
+158
888
$6K ﹤0.01%
+94
889
$6K ﹤0.01%
400
-368
890
$6K ﹤0.01%
55
891
$6K ﹤0.01%
201
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892
$6K ﹤0.01%
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893
$6K ﹤0.01%
124
894
$6K ﹤0.01%
125
-18
895
$6K ﹤0.01%
228
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896
$6K ﹤0.01%
122
+1
897
$6K ﹤0.01%
219
898
$6K ﹤0.01%
25
+20
899
$6K ﹤0.01%
57
900
$6K ﹤0.01%
71
+53
34 35
36
37 38