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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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$2K ﹤0.01%
274
-169
1352
$2K ﹤0.01%
35
+4
1353
$2K ﹤0.01%
73
+31
1354
$2K ﹤0.01%
35
+10
1355
$2K ﹤0.01%
36
1356
$2K ﹤0.01%
216
+137
1357
$2K ﹤0.01%
385
-662
1358
$2K ﹤0.01%
+743
1359
$2K ﹤0.01%
22
+11
1360
$2K ﹤0.01%
91
-34
1361
$2K ﹤0.01%
136
+135
1362
$2K ﹤0.01%
+21
1363
$2K ﹤0.01%
19
-31
1364
$1K ﹤0.01%
+48
1365
$1K ﹤0.01%
30
+19
1366
$1K ﹤0.01%
+7
1367
$1K ﹤0.01%
465
-1,084
1368
$1K ﹤0.01%
+70
1369
$1K ﹤0.01%
118
+39
1370
$1K ﹤0.01%
155
+75
1371
$1K ﹤0.01%
+69
1372
$1K ﹤0.01%
+102
1373
$1K ﹤0.01%
+42
1374
$1K ﹤0.01%
55
-83
1375
$1K ﹤0.01%
50
-84
53 54
55
56 57