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%
+7
1377
$1K ﹤0.01%
11
1378
$1K ﹤0.01%
304
+60
1379
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35
-709
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+32
1381
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+10
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+119
1383
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+23
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60
+25
1385
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+227
1386
$1K ﹤0.01%
+76
1387
$1K ﹤0.01%
+18
1388
$1K ﹤0.01%
75
1389
$1K ﹤0.01%
76
1390
$1K ﹤0.01%
+21
1391
$1K ﹤0.01%
44
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1392
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+37
1393
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+19
1394
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168
-102
1395
$1K ﹤0.01%
24
1396
$1K ﹤0.01%
+32
1397
$1K ﹤0.01%
+17
1398
$1K ﹤0.01%
98
+50
1399
$1K ﹤0.01%
+15
1400
$1K ﹤0.01%
64
-118
54 55
56
57 58