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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
680
+551
927
$4K ﹤0.01%
174
+100
928
$4K ﹤0.01%
335
-173
929
$4K ﹤0.01%
895
+323
930
$4K ﹤0.01%
313
+85
931
$4K ﹤0.01%
202
+15
932
$4K ﹤0.01%
753
+664
933
$4K ﹤0.01%
73
+49
934
$4K ﹤0.01%
+307
935
$4K ﹤0.01%
155
+119
936
$4K ﹤0.01%
49
+9
937
$4K ﹤0.01%
181
+70
938
$4K ﹤0.01%
500
+385
939
$4K ﹤0.01%
392
+154
940
$4K ﹤0.01%
+384
941
$4K ﹤0.01%
+1,628
942
$4K ﹤0.01%
99
+68
943
$4K ﹤0.01%
157
-413
944
$4K ﹤0.01%
+182
945
$4K ﹤0.01%
113
-174
946
$4K ﹤0.01%
88
947
$4K ﹤0.01%
218
-12
948
$4K ﹤0.01%
257
-37
949
$4K ﹤0.01%
+62
950
$4K ﹤0.01%
321
+236
36 37
38
39 40