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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
1376
$1K ﹤0.01%
117
-714
1377
$1K ﹤0.01%
+126
1378
$1K ﹤0.01%
+20
1379
$1K ﹤0.01%
+141
1380
$1K ﹤0.01%
93
+73
1381
$1K ﹤0.01%
315
-114
1382
$1K ﹤0.01%
+40
1383
$1K ﹤0.01%
+169
1384
$1K ﹤0.01%
+284
1385
$1K ﹤0.01%
+168
1386
$1K ﹤0.01%
+50
1387
$1K ﹤0.01%
+57
1388
$1K ﹤0.01%
50
1389
$1K ﹤0.01%
+58
1390
$1K ﹤0.01%
+25
1391
$1K ﹤0.01%
+225
1392
$1K ﹤0.01%
98
-138
1393
$1K ﹤0.01%
+29
1394
$1K ﹤0.01%
+97
1395
$1K ﹤0.01%
+123
1396
$1K ﹤0.01%
146
+131
1397
$1K ﹤0.01%
120
-509
1398
$1K ﹤0.01%
24
-55
1399
$1K ﹤0.01%
+19
1400
$1K ﹤0.01%
+5
54 55
56
57 58