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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
1126
$3K ﹤0.01%
125
-140
1127
$3K ﹤0.01%
90
1128
$3K ﹤0.01%
+1,955
1129
$3K ﹤0.01%
31
1130
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95
-1
1131
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106
1132
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1133
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64
1134
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47
1135
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38
1136
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58
+21
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35
1138
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268
+97
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$3K ﹤0.01%
102
1140
$3K ﹤0.01%
200
1141
$3K ﹤0.01%
+347
1142
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2
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1144
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60
-16
1145
$3K ﹤0.01%
+44
1146
$3K ﹤0.01%
258
+212
1147
$3K ﹤0.01%
+39
1148
$3K ﹤0.01%
236
1149
$3K ﹤0.01%
158
+113
1150
$3K ﹤0.01%
23
44 45
46
47 48