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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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
1051
$3K ﹤0.01%
61
1052
$3K ﹤0.01%
+76
1053
$3K ﹤0.01%
78
+42
1054
$3K ﹤0.01%
36
-27
1055
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44
-26
1056
$3K ﹤0.01%
649
+58
1057
$3K ﹤0.01%
46
-32
1058
$3K ﹤0.01%
39
+12
1059
$3K ﹤0.01%
205
-285
1060
$3K ﹤0.01%
1,625
+1,052
1061
$3K ﹤0.01%
+459
1062
$3K ﹤0.01%
140
-106
1063
$3K ﹤0.01%
153
+64
1064
$3K ﹤0.01%
+481
1065
$3K ﹤0.01%
+401
1066
$3K ﹤0.01%
161
1067
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50
-22
1068
$3K ﹤0.01%
174
1069
$3K ﹤0.01%
295
-361
1070
$3K ﹤0.01%
42
+14
1071
$3K ﹤0.01%
104
+54
1072
$3K ﹤0.01%
+67
1073
$3K ﹤0.01%
268
-43
1074
$3K ﹤0.01%
+1,549
1075
$3K ﹤0.01%
251
+44
41 42
43
44 45