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

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

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
976
$4K ﹤0.01%
313
+85
977
$4K ﹤0.01%
202
+15
978
$4K ﹤0.01%
753
+664
979
$4K ﹤0.01%
+384
980
$4K ﹤0.01%
+1,628
981
$4K ﹤0.01%
99
+68
982
$4K ﹤0.01%
157
-413
983
$4K ﹤0.01%
+228
984
$4K ﹤0.01%
27
985
$4K ﹤0.01%
289
+233
986
$4K ﹤0.01%
110
987
$4K ﹤0.01%
222
+150
988
$4K ﹤0.01%
254
+22
989
$4K ﹤0.01%
36
+2
990
$4K ﹤0.01%
43
991
$4K ﹤0.01%
859
992
$4K ﹤0.01%
110
-10,300
993
$4K ﹤0.01%
173
+104
994
$4K ﹤0.01%
107
+33
995
$4K ﹤0.01%
64
996
$4K ﹤0.01%
+182
997
$4K ﹤0.01%
113
-174
998
$4K ﹤0.01%
88
999
$4K ﹤0.01%
218
-12
1000
$3K ﹤0.01%
127
38 39
40
41 42