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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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$6K ﹤0.01%
209
927
$6K ﹤0.01%
270
928
$6K ﹤0.01%
2,273
+1,515
929
$6K ﹤0.01%
1,811
+1,397
930
$6K ﹤0.01%
229
+223
931
$6K ﹤0.01%
+124
932
$6K ﹤0.01%
37
+7
933
$6K ﹤0.01%
145
+46
934
$6K ﹤0.01%
33
+6
935
$6K ﹤0.01%
108
+82
936
$6K ﹤0.01%
74
+13
937
$6K ﹤0.01%
89
-18
938
$6K ﹤0.01%
854
+777
939
$6K ﹤0.01%
175
-32
940
$6K ﹤0.01%
68
+22
941
$6K ﹤0.01%
80
+34
942
$6K ﹤0.01%
299
-498
943
$6K ﹤0.01%
195
-62
944
$6K ﹤0.01%
530
-35
945
$6K ﹤0.01%
314
-7
946
$6K ﹤0.01%
153
+60
947
$6K ﹤0.01%
151
-175
948
$6K ﹤0.01%
100
+33
949
$6K ﹤0.01%
686
950
$6K ﹤0.01%
+88
36 37
38
39 40