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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$2K ﹤0.01%
758
+90
1152
$2K ﹤0.01%
+46
1153
$2K ﹤0.01%
+37
1154
$2K ﹤0.01%
+56
1155
$2K ﹤0.01%
15
1156
$2K ﹤0.01%
+57
1157
$2K ﹤0.01%
184
+36
1158
$2K ﹤0.01%
122
+62
1159
$2K ﹤0.01%
324
+134
1160
$2K ﹤0.01%
+293
1161
$2K ﹤0.01%
36
-3
1162
$2K ﹤0.01%
+210
1163
$2K ﹤0.01%
266
+5
1164
$2K ﹤0.01%
17
-17
1165
$2K ﹤0.01%
+487
1166
$2K ﹤0.01%
74
1167
$2K ﹤0.01%
1
1168
$2K ﹤0.01%
174
-8
1169
$2K ﹤0.01%
45
-5
1170
$2K ﹤0.01%
45
-1
1171
$2K ﹤0.01%
251
-128
1172
$2K ﹤0.01%
243
-278
1173
$2K ﹤0.01%
+119
1174
$2K ﹤0.01%
+24
1175
$2K ﹤0.01%
90
+32
45 46
47
48 49