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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.13%
9,566
+2,107
77
$402K 0.13%
13,136
+312
78
$395K 0.13%
8,273
+577
79
$392K 0.12%
33,322
-3,800
80
$382K 0.12%
6,744
+5,235
81
$382K 0.12%
2,809
+41
82
$366K 0.12%
7,777
-889
83
$356K 0.11%
972
+68
84
$352K 0.11%
1,768
+101
85
$350K 0.11%
3,641
+155
86
$349K 0.11%
2,819
+301
87
$349K 0.11%
23,344
+1,424
88
$346K 0.11%
2,098
-1,785
89
$343K 0.11%
11,590
+100
90
$338K 0.11%
2,413
-6
91
$337K 0.11%
4,311
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92
$333K 0.11%
6,776
+5,800
93
$332K 0.11%
19,795
+1,130
94
$326K 0.1%
+35,994
95
$322K 0.1%
6,958
-271
96
$319K 0.1%
6,416
+34
97
$318K 0.1%
1
98
$317K 0.1%
+20,000
99
$313K 0.1%
5,169
+860
100
$311K 0.1%
5,045
-2,405
2 3
4
5 6