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
1226
$2K ﹤0.01%
+290
1227
$2K ﹤0.01%
36
+25
1228
$2K ﹤0.01%
135
-200
1229
$2K ﹤0.01%
45
1230
$2K ﹤0.01%
133
1231
$2K ﹤0.01%
73
1232
$2K ﹤0.01%
+50
1233
$2K ﹤0.01%
58
+22
1234
$2K ﹤0.01%
101
1235
$2K ﹤0.01%
30
-5
1236
$2K ﹤0.01%
31
1237
$2K ﹤0.01%
14
1238
$2K ﹤0.01%
+57
1239
$2K ﹤0.01%
97
+77
1240
$2K ﹤0.01%
53
-263
1241
$2K ﹤0.01%
30
+10
1242
$2K ﹤0.01%
23
1243
$2K ﹤0.01%
31
1244
$2K ﹤0.01%
6
1245
$2K ﹤0.01%
75
+28
1246
$2K ﹤0.01%
102
1247
$2K ﹤0.01%
166
1248
$2K ﹤0.01%
122
+37
1249
$2K ﹤0.01%
215
-21
1250
$2K ﹤0.01%
125
-70
48 49
50
51 52