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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$309K 0.1%
1,511
-85
102
$305K 0.1%
10,985
+546
103
$304K 0.1%
6,375
104
$301K 0.1%
20,267
+2,054
105
$300K 0.1%
4,295
+950
106
$300K 0.1%
6,235
107
$299K 0.1%
8,471
-50,494
108
$291K 0.09%
7,917
+1,317
109
$279K 0.09%
24,200
+3,500
110
$276K 0.09%
4,760
111
$268K 0.09%
1,099
+385
112
$259K 0.08%
9,322
+282
113
$254K 0.08%
1,509
+253
114
$250K 0.08%
17,925
+801
115
$244K 0.08%
2,825
+95
116
$238K 0.08%
4,807
+1,952
117
$234K 0.07%
2,405
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118
$232K 0.07%
2,769
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119
$232K 0.07%
1,258
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120
$227K 0.07%
+1,132
121
$225K 0.07%
2,661
+74
122
$222K 0.07%
1,074
+186
123
$218K 0.07%
5,840
-739
124
$217K 0.07%
+74
125
$216K 0.07%
737
+67
3 4
5
6 7