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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
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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
1426
$1K ﹤0.01%
19
1427
$1K ﹤0.01%
80
-20
1428
$1K ﹤0.01%
26
+14
1429
$1K ﹤0.01%
69
+28
1430
$1K ﹤0.01%
+684
1431
$1K ﹤0.01%
60
1432
$1K ﹤0.01%
+120
1433
$1K ﹤0.01%
55
-105
1434
$1K ﹤0.01%
+45
1435
– –
-15
1436
$0 ﹤0.01%
73
1437
– –
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1438
– –
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1439
$0 ﹤0.01%
35
1440
$0 ﹤0.01%
6
1441
$0 ﹤0.01%
13
-82
1442
$0 ﹤0.01%
11
1443
– –
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1444
– –
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– –
-209
1446
– –
-651
1447
– –
-112
1448
$0 ﹤0.01%
+15
1449
– –
-194
1450
– –
-473
56 57
58
59 60