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
1051
$3K ﹤0.01%
157
1052
$3K ﹤0.01%
60
1053
$3K ﹤0.01%
44
+34
1054
$3K ﹤0.01%
44
1055
$3K ﹤0.01%
35
-55
1056
$3K ﹤0.01%
1,027
-908
1057
$3K ﹤0.01%
43
+32
1058
$3K ﹤0.01%
25
1059
$3K ﹤0.01%
50
1060
$3K ﹤0.01%
32
-94
1061
$3K ﹤0.01%
71
1062
$3K ﹤0.01%
29
1063
$3K ﹤0.01%
42
1064
$3K ﹤0.01%
616
+87
1065
$3K ﹤0.01%
272
-445
1066
$3K ﹤0.01%
144
1067
$3K ﹤0.01%
408
1068
$3K ﹤0.01%
62
1069
$3K ﹤0.01%
25
1070
$3K ﹤0.01%
65
+27
1071
$3K ﹤0.01%
+138
1072
$3K ﹤0.01%
61
1073
$3K ﹤0.01%
73
1074
$3K ﹤0.01%
197
1075
$3K ﹤0.01%
65
41 42
43
44 45