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%
44
1402
$1K ﹤0.01%
41
1403
$1K ﹤0.01%
6
-16
1404
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1405
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1406
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92
1407
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1408
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1409
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+4
1410
$1K ﹤0.01%
22
1411
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69
1412
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1413
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43
+8
1414
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43
+14
1415
$1K ﹤0.01%
56
1416
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421
1417
$1K ﹤0.01%
+54
1418
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+7
1419
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72
-153
1420
$1K ﹤0.01%
25
1421
$1K ﹤0.01%
36
1422
$1K ﹤0.01%
19
1423
$1K ﹤0.01%
11
1424
$1K ﹤0.01%
38
1425
$1K ﹤0.01%
+177
55 56
57
58 59