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
1101
$3K ﹤0.01%
182
1102
$3K ﹤0.01%
28
1103
$3K ﹤0.01%
120
1104
$3K ﹤0.01%
61
-1,245
1105
$3K ﹤0.01%
124
1106
$3K ﹤0.01%
323
-36
1107
$3K ﹤0.01%
50
1108
$3K ﹤0.01%
+74
1109
$3K ﹤0.01%
+56
1110
$3K ﹤0.01%
+46
1111
$3K ﹤0.01%
173
1112
$3K ﹤0.01%
+201
1113
$3K ﹤0.01%
686
+189
1114
$3K ﹤0.01%
109
1115
$3K ﹤0.01%
60
-140
1116
$3K ﹤0.01%
90
-11
1117
$3K ﹤0.01%
125
1118
$3K ﹤0.01%
30
-25
1119
$3K ﹤0.01%
94
1120
$3K ﹤0.01%
168
+124
1121
$3K ﹤0.01%
+315
1122
$3K ﹤0.01%
18
+6
1123
$3K ﹤0.01%
187
-389
1124
$3K ﹤0.01%
31
1125
$3K ﹤0.01%
38
43 44
45
46 47