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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
1176
$2K ﹤0.01%
2,560
+872
1177
$2K ﹤0.01%
1,285
-1,581
1178
$2K ﹤0.01%
40
+21
1179
$2K ﹤0.01%
6
1180
$2K ﹤0.01%
75
1181
$2K ﹤0.01%
141
+25
1182
$2K ﹤0.01%
46
1183
$2K ﹤0.01%
+14
1184
$2K ﹤0.01%
71
-1
1185
$2K ﹤0.01%
+848
1186
$2K ﹤0.01%
+727
1187
$2K ﹤0.01%
274
1188
$2K ﹤0.01%
+78
1189
$2K ﹤0.01%
236
+32
1190
$2K ﹤0.01%
+389
1191
$2K ﹤0.01%
584
-1,034
1192
$2K ﹤0.01%
1,244
-415
1193
$2K ﹤0.01%
31
1194
$2K ﹤0.01%
+275
1195
$2K ﹤0.01%
137
+5
1196
$2K ﹤0.01%
545
-197
1197
$2K ﹤0.01%
91
-175
1198
$2K ﹤0.01%
75
+29
1199
$2K ﹤0.01%
73
-1
1200
$2K ﹤0.01%
+129
46 47
48
49 50