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
1126
$3K ﹤0.01%
25
-20
1127
$3K ﹤0.01%
106
1128
$3K ﹤0.01%
50
+37
1129
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172
1130
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82
+39
1131
$3K ﹤0.01%
+173
1132
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225
+149
1133
$3K ﹤0.01%
497
+441
1134
$3K ﹤0.01%
109
1135
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56
-30
1136
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125
-140
1137
$3K ﹤0.01%
90
1138
$3K ﹤0.01%
+955
1139
$3K ﹤0.01%
+1,955
1140
$3K ﹤0.01%
+347
1141
$3K ﹤0.01%
+268
1142
$3K ﹤0.01%
2
1143
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177
1144
$3K ﹤0.01%
31
1145
$3K ﹤0.01%
+527
1146
$3K ﹤0.01%
87
1147
$3K ﹤0.01%
95
-1
1148
$3K ﹤0.01%
106
1149
$3K ﹤0.01%
+165
1150
$3K ﹤0.01%
64
44 45
46
47 48