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

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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%
29
952
$4K ﹤0.01%
87
953
$4K ﹤0.01%
289
+233
954
$4K ﹤0.01%
110
955
$4K ﹤0.01%
77
+65
956
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222
+150
957
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254
+22
958
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36
+2
959
$4K ﹤0.01%
859
960
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43
961
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148
-69
962
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34
-39
963
$4K ﹤0.01%
8
-2
964
$4K ﹤0.01%
134
-202
965
$4K ﹤0.01%
39
-22
966
$4K ﹤0.01%
686
967
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48
968
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50
+33
969
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99
+73
970
$4K ﹤0.01%
858
+261
971
$4K ﹤0.01%
219
-334
972
$4K ﹤0.01%
41
-36
973
$4K ﹤0.01%
120
+55
974
$4K ﹤0.01%
32
975
$4K ﹤0.01%
712
+634
37 38
39
40 41