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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
1151
$3K ﹤0.01%
44
+39
1152
$2K ﹤0.01%
6
1153
$2K ﹤0.01%
75
+28
1154
$2K ﹤0.01%
37
1155
$2K ﹤0.01%
108
+2
1156
$2K ﹤0.01%
130
1157
$2K ﹤0.01%
15
1158
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45
1159
$2K ﹤0.01%
133
1160
$2K ﹤0.01%
177
+15
1161
$2K ﹤0.01%
94
1162
$2K ﹤0.01%
+569
1163
$2K ﹤0.01%
+47
1164
$2K ﹤0.01%
46
+30
1165
$2K ﹤0.01%
53
1166
$2K ﹤0.01%
22
1167
$2K ﹤0.01%
+214
1168
$2K ﹤0.01%
172
1169
$2K ﹤0.01%
86
+36
1170
$2K ﹤0.01%
54
+4
1171
$2K ﹤0.01%
59
+49
1172
$2K ﹤0.01%
35
1173
$2K ﹤0.01%
88
1174
$2K ﹤0.01%
36
1175
$2K ﹤0.01%
19
45 46
47
48 49