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
$302M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$35M
2 +$27.7M
3 +$23.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$20.1M
5
VTV icon
Vanguard Value ETF
VTV
+$18.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.31%
2 Technology 3.38%
3 Communication Services 2.18%
4 Energy 1.11%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$164K 0.05%
+3,032
102
$97K 0.03%
+11,189
103
$87K 0.03%
+12,009
104
$62K 0.02%
+16,473
105
$55K 0.02%
+1,026