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

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

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
926
$5K ﹤0.01%
+554
927
$5K ﹤0.01%
83
-11
928
$5K ﹤0.01%
286
929
$5K ﹤0.01%
933
-1,634
930
$5K ﹤0.01%
84
-15
931
$5K ﹤0.01%
742
-497
932
$5K ﹤0.01%
13
933
$5K ﹤0.01%
542
-838
934
$5K ﹤0.01%
252
935
$5K ﹤0.01%
96
+22
936
$5K ﹤0.01%
+222
937
$5K ﹤0.01%
350
-67
938
$5K ﹤0.01%
+239
939
$5K ﹤0.01%
50
940
$5K ﹤0.01%
52
941
$5K ﹤0.01%
64
+52
942
$5K ﹤0.01%
78
943
$5K ﹤0.01%
118
-60
944
$5K ﹤0.01%
80
945
$5K ﹤0.01%
136
946
$5K ﹤0.01%
198
947
$5K ﹤0.01%
69
+31
948
$5K ﹤0.01%
294
949
$5K ﹤0.01%
161
950
$5K ﹤0.01%
72
+35
36 37
38
39 40