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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$4K ﹤0.01%
219
-334
952
$4K ﹤0.01%
148
-69
953
$4K ﹤0.01%
34
-39
954
$4K ﹤0.01%
8
-2
955
$4K ﹤0.01%
134
-202
956
$4K ﹤0.01%
39
-22
957
$4K ﹤0.01%
686
958
$4K ﹤0.01%
48
959
$4K ﹤0.01%
50
+33
960
$4K ﹤0.01%
99
+73
961
$4K ﹤0.01%
858
+261
962
$4K ﹤0.01%
41
-36
963
$4K ﹤0.01%
120
+55
964
$4K ﹤0.01%
32
965
$4K ﹤0.01%
712
+634
966
$4K ﹤0.01%
440
-65
967
$4K ﹤0.01%
354
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968
$4K ﹤0.01%
183
+150
969
$4K ﹤0.01%
176
-518
970
$4K ﹤0.01%
+27
971
$4K ﹤0.01%
256
-415
972
$4K ﹤0.01%
99
973
$4K ﹤0.01%
680
+551
974
$4K ﹤0.01%
335
-173
975
$4K ﹤0.01%
895
+323
37 38
39
40 41