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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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$4K ﹤0.01%
+96
1052
$4K ﹤0.01%
15
+8
1053
$4K ﹤0.01%
46
-240
1054
$4K ﹤0.01%
98
-409
1055
$4K ﹤0.01%
117
-53
1056
$4K ﹤0.01%
+471
1057
$4K ﹤0.01%
437
-5
1058
$4K ﹤0.01%
+182
1059
$4K ﹤0.01%
+604
1060
$4K ﹤0.01%
190
+50
1061
$4K ﹤0.01%
281
+259
1062
$4K ﹤0.01%
62
1063
$4K ﹤0.01%
175
+1
1064
$4K ﹤0.01%
100
+29
1065
$4K ﹤0.01%
35
-72
1066
$4K ﹤0.01%
848
1067
$4K ﹤0.01%
+105
1068
$4K ﹤0.01%
104
+63
1069
$4K ﹤0.01%
87
+64
1070
$4K ﹤0.01%
126
+78
1071
$4K ﹤0.01%
+150
1072
$4K ﹤0.01%
373
-858
1073
$4K ﹤0.01%
114
+35
1074
$4K ﹤0.01%
+147
1075
$4K ﹤0.01%
+755
41 42
43
44 45