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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
68
1102
$3K ﹤0.01%
2
-1
1103
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71
1104
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+29
1105
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+165
1106
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64
1107
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170
+104
1108
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203
-4
1109
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408
+2
1110
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62
+42
1111
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25
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1113
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+197
1114
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572
1115
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65
1116
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38
1117
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+39
1118
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100
1119
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100
-5
1120
$3K ﹤0.01%
188
+1
1121
$3K ﹤0.01%
47
1122
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38
1123
$3K ﹤0.01%
38
-83
1124
$3K ﹤0.01%
99
-200
1125
$3K ﹤0.01%
74
+2
43 44
45
46 47