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

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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
1201
$2K ﹤0.01%
73
-6,568
1202
$2K ﹤0.01%
13
+7
1203
$2K ﹤0.01%
+727
1204
$2K ﹤0.01%
+302
1205
$2K ﹤0.01%
118
+37
1206
$2K ﹤0.01%
496
+193
1207
$2K ﹤0.01%
131
+62
1208
$2K ﹤0.01%
+153
1209
$2K ﹤0.01%
233
+177
1210
$2K ﹤0.01%
606
-827
1211
$2K ﹤0.01%
44
+6
1212
$2K ﹤0.01%
443
-192
1213
$2K ﹤0.01%
31
1214
$2K ﹤0.01%
437
+86
1215
$2K ﹤0.01%
251
1216
$2K ﹤0.01%
38
1217
$2K ﹤0.01%
179
+74
1218
$2K ﹤0.01%
90
1219
$2K ﹤0.01%
+59
1220
$2K ﹤0.01%
79
+46
1221
$2K ﹤0.01%
+222
1222
$2K ﹤0.01%
+44
1223
$2K ﹤0.01%
+49
1224
$2K ﹤0.01%
274
1225
$2K ﹤0.01%
+228
47 48
49
50 51