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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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
901
$6K ﹤0.01%
145
+91
902
$6K ﹤0.01%
431
+3
903
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204
904
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219
905
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25
906
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57
907
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71
908
$6K ﹤0.01%
359
909
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430
+295
910
$6K ﹤0.01%
87
-6
911
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152
912
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84
913
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270
914
$6K ﹤0.01%
390
-839
915
$6K ﹤0.01%
53
-6
916
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44
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917
$6K ﹤0.01%
981
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918
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155
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919
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250
920
$6K ﹤0.01%
295
-166
921
$6K ﹤0.01%
450
+132
922
$6K ﹤0.01%
518
-765
923
$5K ﹤0.01%
252
924
$5K ﹤0.01%
52
925
$5K ﹤0.01%
120
35 36
37
38 39