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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

Sector Composition

1 Technology 5.31%
2 Financials 3.96%
3 Consumer Discretionary 3.07%
4 Healthcare 2.43%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$5K ﹤0.01%
310
+50
952
$5K ﹤0.01%
271
-124
953
$5K ﹤0.01%
29
954
$5K ﹤0.01%
104
955
$5K ﹤0.01%
200
956
$5K ﹤0.01%
207
+71
957
$5K ﹤0.01%
54
-37
958
$5K ﹤0.01%
+251
959
$5K ﹤0.01%
48
960
$5K ﹤0.01%
+303
961
$5K ﹤0.01%
64
-11
962
$5K ﹤0.01%
274
963
$5K ﹤0.01%
1,124
+13
964
$5K ﹤0.01%
88
+13
965
$5K ﹤0.01%
244
+98
966
$5K ﹤0.01%
201
967
$5K ﹤0.01%
200
+26
968
$5K ﹤0.01%
187
969
$5K ﹤0.01%
267
970
$5K ﹤0.01%
88
+19
971
$5K ﹤0.01%
98
+79
972
$5K ﹤0.01%
42
+7
973
$5K ﹤0.01%
71
974
$5K ﹤0.01%
82
+52
975
$5K ﹤0.01%
24
37 38
39
40 41