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

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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%
+239
952
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50
953
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64
+52
954
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78
955
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118
-60
956
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80
957
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136
958
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69
+31
959
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960
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961
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72
+35
962
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310
+50
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271
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964
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29
965
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966
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200
967
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968
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969
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970
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109
-38
971
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403
+299
972
$5K ﹤0.01%
207
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973
$5K ﹤0.01%
48
974
$5K ﹤0.01%
+303
975
$5K ﹤0.01%
64
-11
37 38
39
40 41