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%
292
+2
1377
$1K ﹤0.01%
105
+62
1378
$1K ﹤0.01%
80
-10
1379
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+42
1380
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58
1381
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13
1383
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1384
$1K ﹤0.01%
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1385
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66
1386
$1K ﹤0.01%
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1387
$1K ﹤0.01%
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1388
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10
1389
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8
1390
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24
1391
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17
+14
1392
$1K ﹤0.01%
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1393
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+43
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$1K ﹤0.01%
9
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1396
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45
1397
$1K ﹤0.01%
39
-423
1398
$1K ﹤0.01%
43
1399
$1K ﹤0.01%
51
-21
1400
$1K ﹤0.01%
16
54 55
56
57 58