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

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

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
76
$432K 0.13%
3,158
-8
77
$424K 0.13%
9,452
-114
78
$420K 0.13%
11,251
+281
79
$404K 0.13%
16,284
+3,148
80
$397K 0.12%
35,994
81
$391K 0.12%
6,776
+32
82
$387K 0.12%
7,523
-750
83
$372K 0.12%
6,375
84
$372K 0.12%
13,066
-449
85
$368K 0.11%
23,384
+40
86
$354K 0.11%
13,800
+12,853
87
$351K 0.11%
11,697
+107
88
$331K 0.1%
20,000
89
$331K 0.1%
2,791
-28
90
$329K 0.1%
6,230
-5
91
$328K 0.1%
4,335
+24
92
$328K 0.1%
4,653
-894
93
$324K 0.1%
10,410
+10,310
94
$323K 0.1%
22,025
+4,100
95
$320K 0.1%
20,986
+1,191
96
$319K 0.1%
2,203
+105
97
$314K 0.1%
4,550
+255
98
$313K 0.1%
5,235
+66
99
$311K 0.1%
1
100
$306K 0.1%
4,956
+149
2 3
4
5 6