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
1001
$4K ﹤0.01%
127
1002
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40
1003
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56
1004
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260
-149
1005
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1006
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1007
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36
1008
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1009
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1010
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1011
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+121
1012
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653
-444
1013
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27
-39
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1015
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102
-11
1016
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+85
1017
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31
1018
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1019
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+55
1020
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110
1021
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212
1022
$4K ﹤0.01%
4
1023
$4K ﹤0.01%
34
1024
$4K ﹤0.01%
859
1025
$4K ﹤0.01%
1,004
-108
39 40
41
42 43