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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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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%
23
1227
$2K ﹤0.01%
+116
1228
$2K ﹤0.01%
46
1229
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98
-41
1230
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38
-86
1231
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272
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46
+22
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$2K ﹤0.01%
407
+362
1234
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130
1235
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57
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$2K ﹤0.01%
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$2K ﹤0.01%
182
+2
1240
$2K ﹤0.01%
180
-175
1241
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80
+1
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52
1243
$2K ﹤0.01%
64
+1
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$2K ﹤0.01%
30
1245
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32
1246
$2K ﹤0.01%
+498
1247
$2K ﹤0.01%
42
1248
$2K ﹤0.01%
+254
1249
$2K ﹤0.01%
35
1250
$2K ﹤0.01%
16
48 49
50
51 52