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

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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%
411
-12
1102
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44
-16
1103
$2K ﹤0.01%
94
1104
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394
1105
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331
-236
1106
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56
+29
1107
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+178
1108
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127
+50
1109
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141
-159
1110
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54
1111
$2K ﹤0.01%
+275
1112
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137
+5
1113
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545
-197
1114
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91
-175
1115
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286
-601
1116
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1117
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71
-2
1118
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35
1119
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222
+177
1120
$2K ﹤0.01%
58
+22
1121
$2K ﹤0.01%
58
+30
1122
$2K ﹤0.01%
+145
1123
$2K ﹤0.01%
147
-75
1124
$2K ﹤0.01%
534
-441
1125
$2K ﹤0.01%
+43
43 44
45
46 47