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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
1001
$3K ﹤0.01%
222
1002
$3K ﹤0.01%
1,541
+972
1003
$3K ﹤0.01%
63
-120
1004
$3K ﹤0.01%
115
+68
1005
$3K ﹤0.01%
114
-85
1006
$3K ﹤0.01%
813
+186
1007
$3K ﹤0.01%
31
1008
$3K ﹤0.01%
209
-8
1009
$3K ﹤0.01%
537
-191
1010
$3K ﹤0.01%
1,564
+724
1011
$3K ﹤0.01%
+188
1012
$3K ﹤0.01%
144
1013
$3K ﹤0.01%
65
-14
1014
$3K ﹤0.01%
26
+10
1015
$3K ﹤0.01%
+205
1016
$3K ﹤0.01%
67
-86
1017
$3K ﹤0.01%
+134
1018
$3K ﹤0.01%
174
-127
1019
$3K ﹤0.01%
59
-30
1020
$3K ﹤0.01%
789
+655
1021
$3K ﹤0.01%
66
-128
1022
$3K ﹤0.01%
68
+2
1023
$3K ﹤0.01%
54
+16
1024
$3K ﹤0.01%
144
+32
1025
$3K ﹤0.01%
74
+60
39 40
41
42 43