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

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$6K ﹤0.01%
303
927
$6K ﹤0.01%
47
+39
928
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1,004
+7
929
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24
930
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42
-20
931
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932
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2,063
-1,343
933
$6K ﹤0.01%
572
934
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+286
935
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125
936
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937
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387
938
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428
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939
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529
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940
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941
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944
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945
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946
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947
$5K ﹤0.01%
1,925
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948
$5K ﹤0.01%
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949
$5K ﹤0.01%
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950
$5K ﹤0.01%
+63
36 37
38
39 40