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

Top Buys

1
+$10.8M
2
+$7.06M
3
+$4.64M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.05M

Top Sells

1
+$6.16M
2
+$3.47M
3
+$2.25M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.96M

Sector Composition

1 Technology 6.5%
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
1376
$1K ﹤0.01%
14
1377
$1K ﹤0.01%
+25
1378
$1K ﹤0.01%
+225
1379
$1K ﹤0.01%
98
-138
1380
$1K ﹤0.01%
+29
1381
$1K ﹤0.01%
316
1382
$1K ﹤0.01%
25
1383
$1K ﹤0.01%
+97
1384
$1K ﹤0.01%
+123
1385
$1K ﹤0.01%
519
-1,155
1386
$1K ﹤0.01%
+10
1387
$1K ﹤0.01%
39
-127
1388
$1K ﹤0.01%
+60
1389
$1K ﹤0.01%
+126
1390
$1K ﹤0.01%
41
-53
1391
$1K ﹤0.01%
+30
1392
$1K ﹤0.01%
41
1393
$1K ﹤0.01%
+17
1394
$1K ﹤0.01%
101
1395
$1K ﹤0.01%
332
-4
1396
$1K ﹤0.01%
65
-79
1397
$1K ﹤0.01%
244
-118
1398
$1K ﹤0.01%
+131
1399
$1K ﹤0.01%
+86
1400
$1K ﹤0.01%
+145
54 55
56
57 58