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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$2K ﹤0.01%
120
+23
1102
$2K ﹤0.01%
+228
1103
$2K ﹤0.01%
+44
1104
$2K ﹤0.01%
131
+62
1105
$2K ﹤0.01%
606
-827
1106
$2K ﹤0.01%
44
+6
1107
$2K ﹤0.01%
127
+50
1108
$2K ﹤0.01%
797
+519
1109
$2K ﹤0.01%
61
+41
1110
$2K ﹤0.01%
46
1111
$2K ﹤0.01%
437
+86
1112
$2K ﹤0.01%
411
-12
1113
$2K ﹤0.01%
44
-16
1114
$2K ﹤0.01%
94
1115
$2K ﹤0.01%
394
1116
$2K ﹤0.01%
331
-236
1117
$2K ﹤0.01%
56
+29
1118
$2K ﹤0.01%
+178
1119
$2K ﹤0.01%
141
-159
1120
$2K ﹤0.01%
54
1121
$2K ﹤0.01%
286
-601
1122
$2K ﹤0.01%
+244
1123
$2K ﹤0.01%
75
-1
1124
$2K ﹤0.01%
35
1125
$2K ﹤0.01%
222
+177
43 44
45
46 47