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
1376
$1K ﹤0.01%
7
1377
$1K ﹤0.01%
31
1378
$1K ﹤0.01%
19
1379
$1K ﹤0.01%
453
-3,288
1380
$1K ﹤0.01%
54
-205
1381
$1K ﹤0.01%
173
1382
$1K ﹤0.01%
+171
1383
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113
-102
1384
$1K ﹤0.01%
24
1385
$1K ﹤0.01%
22
1386
$1K ﹤0.01%
156
+74
1387
$1K ﹤0.01%
+130
1388
$1K ﹤0.01%
18
-5
1389
$1K ﹤0.01%
+85
1390
$1K ﹤0.01%
6
-34
1391
$1K ﹤0.01%
39
1392
$1K ﹤0.01%
109
-1,299
1393
$1K ﹤0.01%
110
1394
$1K ﹤0.01%
118
-363
1395
$1K ﹤0.01%
+35
1396
$1K ﹤0.01%
17
1397
$1K ﹤0.01%
71
1398
$1K ﹤0.01%
55
1399
$1K ﹤0.01%
72
1400
$1K ﹤0.01%
+28
54 55
56
57 58