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%
+50
1352
$1K ﹤0.01%
42
-1
1353
$1K ﹤0.01%
+50
1354
$1K ﹤0.01%
120
+69
1355
$1K ﹤0.01%
+326
1356
$1K ﹤0.01%
173
-497
1357
$1K ﹤0.01%
+568
1358
$1K ﹤0.01%
196
1359
$1K ﹤0.01%
39
1360
$1K ﹤0.01%
56
-64
1361
$1K ﹤0.01%
55
1362
$1K ﹤0.01%
15
+6
1363
$1K ﹤0.01%
+102
1364
$1K ﹤0.01%
20
1365
$1K ﹤0.01%
+146
1366
$1K ﹤0.01%
362
+248
1367
$1K ﹤0.01%
+61
1368
$1K ﹤0.01%
+4
1369
$1K ﹤0.01%
52
-71
1370
$1K ﹤0.01%
88
1371
$1K ﹤0.01%
33
-14
1372
$1K ﹤0.01%
+1,371
1373
$1K ﹤0.01%
176
-324
1374
$1K ﹤0.01%
117
-2
1375
$1K ﹤0.01%
171
+104
53 54
55
56 57