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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
$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
1076
$3K ﹤0.01%
203
-4
1077
$3K ﹤0.01%
408
+2
1078
$3K ﹤0.01%
62
+42
1079
$3K ﹤0.01%
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-40
1080
$3K ﹤0.01%
106
1081
$3K ﹤0.01%
+197
1082
$3K ﹤0.01%
572
1083
$3K ﹤0.01%
65
1084
$3K ﹤0.01%
38
1085
$3K ﹤0.01%
165
+39
1086
$3K ﹤0.01%
100
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$3K ﹤0.01%
100
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1088
$3K ﹤0.01%
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-243
1089
$3K ﹤0.01%
188
+1
1090
$3K ﹤0.01%
38
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1091
$3K ﹤0.01%
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1092
$3K ﹤0.01%
74
+2
1093
$3K ﹤0.01%
56
1094
$3K ﹤0.01%
+72
1095
$3K ﹤0.01%
+90
1096
$3K ﹤0.01%
64
1097
$3K ﹤0.01%
+7
1098
$3K ﹤0.01%
728
+17
1099
$3K ﹤0.01%
+56
1100
$3K ﹤0.01%
+1
42 43
44
45 46