BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
43
1227
$2K ﹤0.01%
55
+20
1228
$2K ﹤0.01%
+108
1229
$2K ﹤0.01%
64
+30
1230
$2K ﹤0.01%
53
-263
1231
$2K ﹤0.01%
30
+10
1232
$2K ﹤0.01%
46
1233
$2K ﹤0.01%
61
1234
$2K ﹤0.01%
58
1235
$2K ﹤0.01%
23
1236
$2K ﹤0.01%
31
1237
$2K ﹤0.01%
6
1238
$2K ﹤0.01%
75
+28
1239
$2K ﹤0.01%
102
1240
$2K ﹤0.01%
166
1241
$2K ﹤0.01%
122
+37
1242
$2K ﹤0.01%
215
-21
1243
$2K ﹤0.01%
46
1244
$2K ﹤0.01%
94
-56
1245
$2K ﹤0.01%
+272
1246
$2K ﹤0.01%
120
1247
$2K ﹤0.01%
44
1248
$2K ﹤0.01%
37
1249
$2K ﹤0.01%
108
+2
1250
$2K ﹤0.01%
130
48 49
50
51 52