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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
1326
$2K ﹤0.01%
290
+117
1327
$2K ﹤0.01%
141
1328
$2K ﹤0.01%
109
-64
1329
$2K ﹤0.01%
+1,173
1330
$2K ﹤0.01%
96
-57
1331
$2K ﹤0.01%
147
+61
1332
$2K ﹤0.01%
36
1333
$2K ﹤0.01%
661
+332
1334
$2K ﹤0.01%
270
-486
1335
$2K ﹤0.01%
104
+13
1336
$2K ﹤0.01%
181
-998
1337
$2K ﹤0.01%
+47
1338
$2K ﹤0.01%
97
-1,062
1339
$2K ﹤0.01%
288
-120
1340
$2K ﹤0.01%
58
+9
1341
$2K ﹤0.01%
168
1342
$2K ﹤0.01%
78
-312
1343
$2K ﹤0.01%
27
+9
1344
$2K ﹤0.01%
190
+57
1345
$2K ﹤0.01%
247
-488
1346
$2K ﹤0.01%
73
+35
1347
$2K ﹤0.01%
+761
1348
$2K ﹤0.01%
112
-41
1349
$2K ﹤0.01%
97
+73
1350
$2K ﹤0.01%
+71
52 53
54
55 56