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

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

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
1376
$1K ﹤0.01%
92
-1
1377
$1K ﹤0.01%
+601
1378
$1K ﹤0.01%
+49
1379
$1K ﹤0.01%
42
1380
$1K ﹤0.01%
23
1381
$1K ﹤0.01%
+27
1382
$1K ﹤0.01%
26
-154
1383
$1K ﹤0.01%
118
-40
1384
$1K ﹤0.01%
+371
1385
$1K ﹤0.01%
64
1386
$1K ﹤0.01%
120
1387
$1K ﹤0.01%
414
-2,842
1388
$1K ﹤0.01%
126
+34
1389
$1K ﹤0.01%
127
-320
1390
$1K ﹤0.01%
+103
1391
$1K ﹤0.01%
19
-2
1392
$1K ﹤0.01%
147
-51
1393
$1K ﹤0.01%
239
-170
1394
$1K ﹤0.01%
+155
1395
$1K ﹤0.01%
+23
1396
$1K ﹤0.01%
32
-50
1397
$1K ﹤0.01%
22
-9
1398
$1K ﹤0.01%
+58
1399
$1K ﹤0.01%
346
+228
1400
$1K ﹤0.01%
16
54 55
56
57 58