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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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
1126
$3K ﹤0.01%
30
-25
1127
$3K ﹤0.01%
94
1128
$3K ﹤0.01%
+315
1129
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44
1130
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43
1131
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23
1132
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+56
1133
$3K ﹤0.01%
168
+124
1134
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18
+6
1135
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187
-389
1136
$2K ﹤0.01%
52
1137
$2K ﹤0.01%
64
+1
1138
$2K ﹤0.01%
30
1139
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32
1140
$2K ﹤0.01%
+498
1141
$2K ﹤0.01%
50
-5
1142
$2K ﹤0.01%
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1143
$2K ﹤0.01%
+254
1144
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92
1145
$2K ﹤0.01%
295
-232
1146
$2K ﹤0.01%
25
1147
$2K ﹤0.01%
74
-214
1148
$2K ﹤0.01%
81
1149
$2K ﹤0.01%
6
+4
1150
$2K ﹤0.01%
59
44 45
46
47 48