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

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

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%
317
+36
1352
$1K ﹤0.01%
74
+68
1353
$1K ﹤0.01%
61
1354
$1K ﹤0.01%
289
-605
1355
$1K ﹤0.01%
+170
1356
$1K ﹤0.01%
36
1357
$1K ﹤0.01%
+187
1358
$1K ﹤0.01%
150
-38
1359
$1K ﹤0.01%
+110
1360
$1K ﹤0.01%
88
+75
1361
$1K ﹤0.01%
127
+1
1362
$1K ﹤0.01%
92
-1
1363
$1K ﹤0.01%
+601
1364
$1K ﹤0.01%
+49
1365
$1K ﹤0.01%
42
1366
$1K ﹤0.01%
58
1367
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23
1368
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+27
1369
$1K ﹤0.01%
26
-154
1370
$1K ﹤0.01%
118
-40
1371
$1K ﹤0.01%
64
1372
$1K ﹤0.01%
120
1373
$1K ﹤0.01%
402
-2,759
1374
$1K ﹤0.01%
126
+34
1375
$1K ﹤0.01%
127
-320
53 54
55
56 57