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

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
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
$4K ﹤0.01%
112
+39
1054
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104
1055
$4K ﹤0.01%
1,085
-1,138
1056
$4K ﹤0.01%
+771
1057
$4K ﹤0.01%
+1,111
1058
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31
1059
$4K ﹤0.01%
406
+53
1060
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93
+74
1061
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36
1062
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212
1063
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+136
1064
$3K ﹤0.01%
+955
1065
$3K ﹤0.01%
170
+104
1066
$3K ﹤0.01%
203
-4
1067
$3K ﹤0.01%
408
+2
1068
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62
+42
1069
$3K ﹤0.01%
+197
1070
$3K ﹤0.01%
+72
1071
$3K ﹤0.01%
+90
1072
$3K ﹤0.01%
64
1073
$3K ﹤0.01%
+268
1074
$3K ﹤0.01%
75
1075
$3K ﹤0.01%
65
41 42
43
44 45