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

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

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%
44
1127
$3K ﹤0.01%
261
+202
1128
$3K ﹤0.01%
303
1129
$3K ﹤0.01%
43
1130
$3K ﹤0.01%
23
1131
$3K ﹤0.01%
731
+3
1132
$3K ﹤0.01%
200
1133
$3K ﹤0.01%
69
+2
1134
$3K ﹤0.01%
76
1135
$3K ﹤0.01%
+205
1136
$2K ﹤0.01%
31
1137
$2K ﹤0.01%
94
1138
$2K ﹤0.01%
75
1139
$2K ﹤0.01%
52
1140
$2K ﹤0.01%
64
+1
1141
$2K ﹤0.01%
30
1142
$2K ﹤0.01%
32
1143
$2K ﹤0.01%
+498
1144
$2K ﹤0.01%
107
+60
1145
$2K ﹤0.01%
47
1146
$2K ﹤0.01%
285
-12,042
1147
$2K ﹤0.01%
+208
1148
$2K ﹤0.01%
31
1149
$2K ﹤0.01%
27
1150
$2K ﹤0.01%
120
+88
44 45
46
47 48