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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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1K ﹤0.01%
+393
1352
$1K ﹤0.01%
+49
1353
$1K ﹤0.01%
33
1354
$1K ﹤0.01%
115
+71
1355
$1K ﹤0.01%
+51
1356
$1K ﹤0.01%
6
1357
$1K ﹤0.01%
18
1358
$1K ﹤0.01%
43
1359
$1K ﹤0.01%
32
1360
$1K ﹤0.01%
+169
1361
$1K ﹤0.01%
+171
1362
$1K ﹤0.01%
74
-21
1363
$1K ﹤0.01%
+200
1364
$1K ﹤0.01%
+147
1365
$1K ﹤0.01%
68
+62
1366
$1K ﹤0.01%
26
+8
1367
$1K ﹤0.01%
22
1368
$1K ﹤0.01%
317
+36
1369
$1K ﹤0.01%
74
+68
1370
$1K ﹤0.01%
61
1371
$1K ﹤0.01%
289
-605
1372
$1K ﹤0.01%
+170
1373
$1K ﹤0.01%
+187
1374
$1K ﹤0.01%
150
-38
1375
$1K ﹤0.01%
127
+1
53 54
55
56 57