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
101
$306K 0.1%
2,788
-21
102
$304K 0.09%
1,697
-71
103
$301K 0.09%
2,425
+12
104
$299K 0.09%
2,798
-27
105
$298K 0.09%
22,431
+2,164
106
$296K 0.09%
3,486
-155
107
$293K 0.09%
7,419
-498
108
$292K 0.09%
4,760
109
$271K 0.08%
11,348
+363
110
$265K 0.08%
2,440
+35
111
$257K 0.08%
5,504
-336
112
$251K 0.08%
6,259
-157
113
$242K 0.08%
74
114
$241K 0.08%
27,700
+3,500
115
$239K 0.07%
1,250
-8
116
$229K 0.07%
1,414
-95
117
$222K 0.07%
2,664
-105
118
$222K 0.07%
765
+28
119
$219K 0.07%
2,587
-74
120
$218K 0.07%
1,134
+2
121
$218K 0.07%
8,123
122
$217K 0.07%
9,095
-227
123
$212K 0.07%
989
-85
124
$211K 0.07%
2,043
-2,578
125
$206K 0.06%
1,482
-44
3 4
5
6 7