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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
1276
$1K ﹤0.01%
39
-62
1277
$1K ﹤0.01%
25
1278
$1K ﹤0.01%
78
-99
1279
$1K ﹤0.01%
20
1280
$1K ﹤0.01%
+43
1281
$1K ﹤0.01%
51
1282
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51
-8
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51
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$1K ﹤0.01%
21
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1285
$1K ﹤0.01%
91
1286
$1K ﹤0.01%
+153
1287
$1K ﹤0.01%
236
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1288
$1K ﹤0.01%
115
1289
$1K ﹤0.01%
8
1290
$1K ﹤0.01%
+130
1291
$1K ﹤0.01%
27
1292
$1K ﹤0.01%
28
1293
$1K ﹤0.01%
44
1294
$1K ﹤0.01%
71
+30
1295
$1K ﹤0.01%
117
-141
1296
$1K ﹤0.01%
394
1297
$1K ﹤0.01%
41
1298
$1K ﹤0.01%
58
1299
$1K ﹤0.01%
9
1300
$1K ﹤0.01%
45
50 51
52
53 54