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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
90
1227
$2K ﹤0.01%
+59
1228
$2K ﹤0.01%
79
+46
1229
$2K ﹤0.01%
+222
1230
$2K ﹤0.01%
+49
1231
$2K ﹤0.01%
329
+58
1232
$1K ﹤0.01%
20
1233
$1K ﹤0.01%
238
+38
1234
$1K ﹤0.01%
49
1235
$1K ﹤0.01%
+17
1236
$1K ﹤0.01%
76
1237
$1K ﹤0.01%
41
1238
$1K ﹤0.01%
49
1239
$1K ﹤0.01%
168
+79
1240
$1K ﹤0.01%
48
1241
$1K ﹤0.01%
56
-64
1242
$1K ﹤0.01%
+10
1243
$1K ﹤0.01%
324
-762
1244
$1K ﹤0.01%
79
-280
1245
$1K ﹤0.01%
61
1246
$1K ﹤0.01%
12
+4
1247
$1K ﹤0.01%
+360
1248
$1K ﹤0.01%
94
1249
$1K ﹤0.01%
177
-101
1250
$1K ﹤0.01%
153
48 49
50
51 52