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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

Sector Composition

1 Technology 5.31%
2 Financials 3.96%
3 Consumer Discretionary 3.07%
4 Healthcare 2.43%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1K ﹤0.01%
71
+30
1352
$1K ﹤0.01%
117
-141
1353
$1K ﹤0.01%
394
1354
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41
1355
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58
1356
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9
1357
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1358
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+39
1359
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+8
1360
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+67
1361
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45
1362
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86
-101
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58
-404
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$1K ﹤0.01%
28
1365
$1K ﹤0.01%
33
1366
$1K ﹤0.01%
+119
1367
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+29
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33
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1369
$1K ﹤0.01%
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1370
$1K ﹤0.01%
6
1371
$1K ﹤0.01%
38
1372
$1K ﹤0.01%
18
1373
$1K ﹤0.01%
4
1374
$1K ﹤0.01%
16
-10
1375
$1K ﹤0.01%
15
+6
53 54
55
56 57