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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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$3K ﹤0.01%
91
-135
1177
$3K ﹤0.01%
197
+19
1178
$3K ﹤0.01%
86
-27
1179
$3K ﹤0.01%
329
-72
1180
$3K ﹤0.01%
252
+70
1181
$3K ﹤0.01%
615
+24
1182
$3K ﹤0.01%
172
+56
1183
$3K ﹤0.01%
82
+43
1184
$3K ﹤0.01%
244
+105
1185
$3K ﹤0.01%
+2
1186
$3K ﹤0.01%
198
-21
1187
$3K ﹤0.01%
35
-7
1188
$3K ﹤0.01%
222
1189
$3K ﹤0.01%
13
1190
$3K ﹤0.01%
78
+28
1191
$3K ﹤0.01%
+163
1192
$3K ﹤0.01%
10
1193
$3K ﹤0.01%
+627
1194
$3K ﹤0.01%
1,093
-1,696
1195
$3K ﹤0.01%
+1,055
1196
$3K ﹤0.01%
166
+105
1197
$3K ﹤0.01%
16
+4
1198
$3K ﹤0.01%
101
-218
1199
$3K ﹤0.01%
+405
1200
$3K ﹤0.01%
206
+116
46 47
48
49 50