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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$5K ﹤0.01%
+265
952
$5K ﹤0.01%
1,925
+1,687
953
$5K ﹤0.01%
267
954
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76
+10
955
$5K ﹤0.01%
+63
956
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176
957
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393
+2
958
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+71
959
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54
+10
960
$5K ﹤0.01%
2,015
+1,594
961
$5K ﹤0.01%
5
962
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50
963
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253
+198
964
$5K ﹤0.01%
+52
965
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162
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966
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78
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967
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80
-24
968
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220
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969
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64
970
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28
971
$5K ﹤0.01%
136
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972
$5K ﹤0.01%
294
+45
973
$5K ﹤0.01%
124
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974
$5K ﹤0.01%
46
975
$5K ﹤0.01%
161
-192
37 38
39
40 41