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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$6K ﹤0.01%
68
+22
952
$6K ﹤0.01%
80
+34
953
$6K ﹤0.01%
299
-498
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530
-35
956
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314
-7
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958
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98
-141
959
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151
-175
960
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100
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961
$6K ﹤0.01%
686
962
$6K ﹤0.01%
+691
963
$5K ﹤0.01%
859
964
$5K ﹤0.01%
450
-339
965
$5K ﹤0.01%
147
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$5K ﹤0.01%
159
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967
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968
$5K ﹤0.01%
49
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969
$5K ﹤0.01%
164
+132
970
$5K ﹤0.01%
36
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971
$5K ﹤0.01%
245
-74
972
$5K ﹤0.01%
87
973
$5K ﹤0.01%
445
+278
974
$5K ﹤0.01%
618
+496
975
$5K ﹤0.01%
166
-295
37 38
39
40 41