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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.16M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$6.5M
2
+$5.44M
3
+$1.88M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.15M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$876K

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1K ﹤0.01%
+31
1427
$1K ﹤0.01%
+36
1428
$1K ﹤0.01%
33
-31
1429
$1K ﹤0.01%
+36
1430
$1K ﹤0.01%
86
1431
$1K ﹤0.01%
+115
1432
$1K ﹤0.01%
208
+173
1433
$1K ﹤0.01%
336
+106
1434
$1K ﹤0.01%
40
+19
1435
$1K ﹤0.01%
131
1436
$0 ﹤0.01%
58
1437
$0 ﹤0.01%
3
1438
– –
-41
1439
$0 ﹤0.01%
28
-75
1440
$0 ﹤0.01%
12
1441
– –
-971
1442
– –
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1443
$0 ﹤0.01%
67
+47
1444
$0 ﹤0.01%
329
-1,474
1445
– –
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1446
$0 ﹤0.01%
39
-63
1447
– –
-5
1448
– –
-35
1449
– –
-1,474
1450
– –
-450
56 57
58
59 60