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
951
$5K ﹤0.01%
+53
952
$5K ﹤0.01%
56
953
$5K ﹤0.01%
+265
954
$5K ﹤0.01%
1,925
+1,687
955
$5K ﹤0.01%
267
956
$5K ﹤0.01%
76
+10
957
$5K ﹤0.01%
+63
958
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35
-14
959
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176
960
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393
+2
961
$5K ﹤0.01%
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962
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54
+10
963
$5K ﹤0.01%
2,015
+1,594
964
$5K ﹤0.01%
5
965
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966
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967
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968
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969
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78
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970
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80
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971
$5K ﹤0.01%
220
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972
$5K ﹤0.01%
53
973
$5K ﹤0.01%
51
+38
974
$5K ﹤0.01%
64
975
$5K ﹤0.01%
28
37 38
39
40 41