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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
$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
1301
$2K ﹤0.01%
30
-28
1302
$2K ﹤0.01%
23
-11
1303
$2K ﹤0.01%
129
+108
1304
$2K ﹤0.01%
216
-50
1305
$2K ﹤0.01%
+258
1306
$2K ﹤0.01%
+35
1307
$2K ﹤0.01%
134
+49
1308
$2K ﹤0.01%
959
-405
1309
$2K ﹤0.01%
170
-327
1310
$2K ﹤0.01%
70
-87
1311
$2K ﹤0.01%
+196
1312
$2K ﹤0.01%
56
-86
1313
$2K ﹤0.01%
+36
1314
$2K ﹤0.01%
40
-25
1315
$2K ﹤0.01%
63
+55
1316
$2K ﹤0.01%
328
+181
1317
$2K ﹤0.01%
321
+265
1318
$2K ﹤0.01%
150
-101
1319
$2K ﹤0.01%
71
-386
1320
$2K ﹤0.01%
11
-155
1321
$2K ﹤0.01%
61
-61
1322
$2K ﹤0.01%
143
+101
1323
$2K ﹤0.01%
234
+80
1324
$2K ﹤0.01%
43
+3
1325
$2K ﹤0.01%
1,072
-2,242
51 52
53
54 55