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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$4K ﹤0.01%
355
1052
$4K ﹤0.01%
1,089
+98
1053
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112
+39
1054
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104
1055
$4K ﹤0.01%
1,085
-1,138
1056
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+771
1057
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+1,111
1058
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31
1059
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939
-154
1060
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1061
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406
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1063
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119
+105
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$3K ﹤0.01%
157
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1070
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50
1071
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68
1072
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2
-1
1073
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1074
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+29
1075
$3K ﹤0.01%
170
+104
41 42
43
44 45