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

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

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%
+125
1427
$1K ﹤0.01%
166
1428
$1K ﹤0.01%
173
1429
$1K ﹤0.01%
+125
1430
$1K ﹤0.01%
270
+168
1431
$1K ﹤0.01%
36
+14
1432
$1K ﹤0.01%
+100
1433
$1K ﹤0.01%
110
1434
$1K ﹤0.01%
43
+22
1435
$1K ﹤0.01%
122
-48
1436
– –
-19
1437
– –
-450
1438
$0 ﹤0.01%
79
+70
1439
– –
-80
1440
– –
-52
1441
– –
-304
1442
$0 ﹤0.01%
246
-544
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$0 ﹤0.01%
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1444
$0 ﹤0.01%
177
1445
$0 ﹤0.01%
1
-80
1446
– –
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1447
$0 ﹤0.01%
80
-591
1448
$0 ﹤0.01%
6
1449
– –
-433
1450
$0 ﹤0.01%
+5
56 57
58
59 60