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
1151
$2K ﹤0.01%
+71
1152
$2K ﹤0.01%
54
+1
1153
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22
1154
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19
1155
$2K ﹤0.01%
49
1156
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67
1157
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+108
1158
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71
+39
1159
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35
-76
1160
$2K ﹤0.01%
172
1161
$2K ﹤0.01%
86
1162
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+30
1163
$2K ﹤0.01%
59
1164
$2K ﹤0.01%
35
1165
$2K ﹤0.01%
88
1166
$2K ﹤0.01%
36
1167
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19
1168
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92
1169
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295
-232
1170
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25
1171
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84
1172
$2K ﹤0.01%
20
1173
$2K ﹤0.01%
31
1174
$2K ﹤0.01%
19
1175
$2K ﹤0.01%
33
45 46
47
48 49