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
1076
$3K ﹤0.01%
38
1077
$3K ﹤0.01%
165
1078
$3K ﹤0.01%
99
+44
1079
$3K ﹤0.01%
236
1080
$3K ﹤0.01%
666
+355
1081
$3K ﹤0.01%
111
1082
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172
1083
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148
1084
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189
+1
1085
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47
1086
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+200
1087
$3K ﹤0.01%
38
1088
$3K ﹤0.01%
1
1089
$3K ﹤0.01%
58
1090
$3K ﹤0.01%
+295
1091
$3K ﹤0.01%
45
1092
$3K ﹤0.01%
76
1093
$3K ﹤0.01%
+120
1094
$3K ﹤0.01%
31
1095
$3K ﹤0.01%
28
1096
$3K ﹤0.01%
100
1097
$3K ﹤0.01%
35
+30
1098
$3K ﹤0.01%
74
-29
1099
$3K ﹤0.01%
122
1100
$3K ﹤0.01%
136
+1
42 43
44
45 46