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
1226
$2K ﹤0.01%
46
+22
1227
$2K ﹤0.01%
407
+362
1228
$2K ﹤0.01%
130
1229
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57
-119
1230
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125
1231
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153
1232
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+20
1233
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49
+33
1234
$2K ﹤0.01%
28
1235
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71
1236
$2K ﹤0.01%
14
1237
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40
1238
$2K ﹤0.01%
232
-46
1239
$2K ﹤0.01%
33
1240
$2K ﹤0.01%
48
1241
$2K ﹤0.01%
300
1242
$2K ﹤0.01%
74
-28
1243
$2K ﹤0.01%
1,115
-996
1244
$2K ﹤0.01%
42
1245
$2K ﹤0.01%
+254
1246
$2K ﹤0.01%
146
-316
1247
$2K ﹤0.01%
119
1248
$2K ﹤0.01%
224
1249
$2K ﹤0.01%
182
+2
1250
$2K ﹤0.01%
180
-175
48 49
50
51 52