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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
$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
976
$5K ﹤0.01%
589
+327
977
$5K ﹤0.01%
88
+74
978
$5K ﹤0.01%
77
+50
979
$5K ﹤0.01%
35
-22
980
$5K ﹤0.01%
214
+156
981
$5K ﹤0.01%
55
+11
982
$5K ﹤0.01%
330
+109
983
$5K ﹤0.01%
197
-1,272
984
$5K ﹤0.01%
83
-140
985
$5K ﹤0.01%
71
+26
986
$5K ﹤0.01%
35
-19
987
$5K ﹤0.01%
228
988
$5K ﹤0.01%
221
-1,326
989
$5K ﹤0.01%
114
+59
990
$5K ﹤0.01%
76
991
$5K ﹤0.01%
1,027
-258
992
$5K ﹤0.01%
57
-7
993
$5K ﹤0.01%
57
-2
994
$5K ﹤0.01%
97
-146
995
$5K ﹤0.01%
+444
996
$5K ﹤0.01%
610
+151
997
$5K ﹤0.01%
+24
998
$5K ﹤0.01%
468
-1,321
999
$5K ﹤0.01%
59
+9
1000
$5K ﹤0.01%
428
+306
38 39
40
41 42