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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
1201
$2K ﹤0.01%
58
+22
1202
$2K ﹤0.01%
+100
1203
$2K ﹤0.01%
+21
1204
$2K ﹤0.01%
111
+1
1205
$2K ﹤0.01%
101
1206
$2K ﹤0.01%
30
-5
1207
$2K ﹤0.01%
31
1208
$2K ﹤0.01%
14
1209
$2K ﹤0.01%
+57
1210
$2K ﹤0.01%
97
+77
1211
$2K ﹤0.01%
43
1212
$2K ﹤0.01%
55
+20
1213
$2K ﹤0.01%
+108
1214
$2K ﹤0.01%
64
+30
1215
$2K ﹤0.01%
131
1216
$2K ﹤0.01%
110
+1
1217
$2K ﹤0.01%
59
+21
1218
$2K ﹤0.01%
102
1219
$2K ﹤0.01%
166
1220
$2K ﹤0.01%
122
+37
1221
$2K ﹤0.01%
215
-21
1222
$2K ﹤0.01%
46
1223
$2K ﹤0.01%
94
-56
1224
$2K ﹤0.01%
+272
1225
$2K ﹤0.01%
120
47 48
49
50 51