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%
+88
927
$6K ﹤0.01%
60
+12
928
$6K ﹤0.01%
377
+190
929
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66
-11
930
$6K ﹤0.01%
761
-290
931
$6K ﹤0.01%
319
-289
932
$6K ﹤0.01%
100
+57
933
$6K ﹤0.01%
20
+10
934
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122
+23
935
$6K ﹤0.01%
574
-106
936
$6K ﹤0.01%
232
-124
937
$6K ﹤0.01%
209
938
$6K ﹤0.01%
270
939
$6K ﹤0.01%
2,273
+1,515
940
$6K ﹤0.01%
1,811
+1,397
941
$6K ﹤0.01%
229
+223
942
$6K ﹤0.01%
+124
943
$6K ﹤0.01%
37
+7
944
$6K ﹤0.01%
145
+46
945
$6K ﹤0.01%
33
+6
946
$6K ﹤0.01%
108
+82
947
$6K ﹤0.01%
74
+13
948
$6K ﹤0.01%
89
-18
949
$6K ﹤0.01%
854
+777
950
$6K ﹤0.01%
175
-32
36 37
38
39 40