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
1401
$1K ﹤0.01%
97
1402
$1K ﹤0.01%
48
1403
$1K ﹤0.01%
31
-317
1404
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38
-18
1405
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20
-10
1406
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+23
1407
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7
1408
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1409
$1K ﹤0.01%
31
1410
$1K ﹤0.01%
19
1411
$1K ﹤0.01%
453
-3,288
1412
$1K ﹤0.01%
54
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1413
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173
1414
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+171
1415
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113
-102
1416
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24
1417
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22
1418
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156
+74
1419
$1K ﹤0.01%
+130
1420
$1K ﹤0.01%
18
-5
1421
$1K ﹤0.01%
+85
1422
$1K ﹤0.01%
+35
1423
$1K ﹤0.01%
17
1424
$1K ﹤0.01%
71
1425
$1K ﹤0.01%
55
55 56
57
58 59