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
976
$5K ﹤0.01%
184
-286
977
$5K ﹤0.01%
77
978
$5K ﹤0.01%
233
979
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109
-38
980
$5K ﹤0.01%
120
981
$5K ﹤0.01%
403
+299
982
$4K ﹤0.01%
728
983
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632
+7
984
$4K ﹤0.01%
125
985
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43
986
$4K ﹤0.01%
77
+1
987
$4K ﹤0.01%
119
988
$4K ﹤0.01%
294
-422
989
$4K ﹤0.01%
64
990
$4K ﹤0.01%
61
+1
991
$4K ﹤0.01%
99
992
$4K ﹤0.01%
161
+111
993
$4K ﹤0.01%
220
-45
994
$4K ﹤0.01%
1,608
-317
995
$4K ﹤0.01%
+125
996
$4K ﹤0.01%
228
997
$4K ﹤0.01%
+262
998
$4K ﹤0.01%
+677
999
$4K ﹤0.01%
76
1000
$4K ﹤0.01%
158
+58
38 39
40
41 42