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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
35
+21
1277
$2K ﹤0.01%
393
1278
$2K ﹤0.01%
+316
1279
$2K ﹤0.01%
47
+11
1280
$2K ﹤0.01%
147
+69
1281
$2K ﹤0.01%
138
-177
1282
$2K ﹤0.01%
94
-82
1283
$2K ﹤0.01%
37
+19
1284
$2K ﹤0.01%
40
1285
$2K ﹤0.01%
63
+18
1286
$2K ﹤0.01%
+104
1287
$2K ﹤0.01%
6
+3
1288
$2K ﹤0.01%
+78
1289
$2K ﹤0.01%
67
+6
1290
$2K ﹤0.01%
+46
1291
$2K ﹤0.01%
234
+80
1292
$2K ﹤0.01%
43
+3
1293
$2K ﹤0.01%
1,072
-2,242
1294
$2K ﹤0.01%
290
+117
1295
$2K ﹤0.01%
141
1296
$2K ﹤0.01%
109
-64
1297
$2K ﹤0.01%
+1,173
1298
$2K ﹤0.01%
96
-57
1299
$2K ﹤0.01%
147
+61
1300
$2K ﹤0.01%
36
50 51
52
53 54