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
1201
$2K ﹤0.01%
15
1202
$2K ﹤0.01%
+60
1203
$2K ﹤0.01%
101
1204
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64
1205
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50
-5
1206
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1207
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64
1208
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46
1209
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1210
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78
-475
1211
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1212
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+256
1213
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23
1214
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73
1215
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114
+72
1216
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6
1217
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1218
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1219
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243
-101
1220
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+116
1221
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46
1222
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98
-41
1223
$2K ﹤0.01%
+65
1224
$2K ﹤0.01%
38
-86
1225
$2K ﹤0.01%
272
47 48
49
50 51