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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.06M
3
+$2.38M
4
BABA icon
Alibaba
BABA
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.64M

Top Sells

1
+$3.39M
2
+$2.62M
3
+$2.57M
4
VTV icon
Vanguard Value ETF
VTV
+$2.27M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.04M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1K ﹤0.01%
8
1352
$1K ﹤0.01%
+25
1353
$1K ﹤0.01%
19
1354
$1K ﹤0.01%
+19
1355
$1K ﹤0.01%
11
1356
$1K ﹤0.01%
11
1357
$1K ﹤0.01%
+118
1358
$1K ﹤0.01%
+60
1359
$1K ﹤0.01%
+473
1360
$1K ﹤0.01%
35
1361
$1K ﹤0.01%
34
1362
$1K ﹤0.01%
54
-1
1363
$1K ﹤0.01%
463
-40
1364
$1K ﹤0.01%
943
+519
1365
$1K ﹤0.01%
25
1366
$1K ﹤0.01%
20
1367
$1K ﹤0.01%
+55
1368
$1K ﹤0.01%
152
1369
$1K ﹤0.01%
+55
1370
$1K ﹤0.01%
42
+36
1371
$1K ﹤0.01%
42
-131
1372
$1K ﹤0.01%
22
1373
$1K ﹤0.01%
42
1374
$1K ﹤0.01%
39
-11
1375
$1K ﹤0.01%
29
+5
53 54
55
56 57