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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
1101
$3K ﹤0.01%
+111
1102
$3K ﹤0.01%
45
1103
$3K ﹤0.01%
76
+70
1104
$3K ﹤0.01%
110
1105
$3K ﹤0.01%
27
+13
1106
$3K ﹤0.01%
49
1107
$3K ﹤0.01%
+473
1108
$3K ﹤0.01%
100
1109
$3K ﹤0.01%
100
+52
1110
$3K ﹤0.01%
344
+103
1111
$3K ﹤0.01%
38
+19
1112
$3K ﹤0.01%
122
1113
$3K ﹤0.01%
182
1114
$3K ﹤0.01%
28
1115
$3K ﹤0.01%
124
-348
1116
$3K ﹤0.01%
25
-20
1117
$3K ﹤0.01%
106
1118
$3K ﹤0.01%
50
+37
1119
$3K ﹤0.01%
172
1120
$3K ﹤0.01%
82
+39
1121
$3K ﹤0.01%
+173
1122
$3K ﹤0.01%
225
+149
1123
$3K ﹤0.01%
497
+441
1124
$3K ﹤0.01%
109
1125
$3K ﹤0.01%
56
-30
43 44
45
46 47