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

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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
1276
$1K ﹤0.01%
+54
1277
$1K ﹤0.01%
43
1278
$1K ﹤0.01%
25
1279
$1K ﹤0.01%
195
-15,536
1280
$1K ﹤0.01%
144
+65
1281
$1K ﹤0.01%
+26
1282
$1K ﹤0.01%
172
1283
$1K ﹤0.01%
+146
1284
$1K ﹤0.01%
362
+248
1285
$1K ﹤0.01%
+61
1286
$1K ﹤0.01%
+4
1287
$1K ﹤0.01%
52
-71
1288
$1K ﹤0.01%
88
1289
$1K ﹤0.01%
33
-14
1290
$1K ﹤0.01%
240
1291
$1K ﹤0.01%
+167
1292
$1K ﹤0.01%
28
1293
$1K ﹤0.01%
+80
1294
$1K ﹤0.01%
+393
1295
$1K ﹤0.01%
+371
1296
$1K ﹤0.01%
7
1297
$1K ﹤0.01%
130
-75
1298
$1K ﹤0.01%
45
+30
1299
$1K ﹤0.01%
125
+5
1300
$1K ﹤0.01%
+326
50 51
52
53 54