We are live on ! Find out more
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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.68M
3
+$4.4M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.84M

Top Sells

1
+$5.79M
2
+$3.26M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.91M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.88M

Sector Composition

1 Technology 6.51%
2 Financials 3.72%
3 Healthcare 2.92%
4 Consumer Discretionary 2.86%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1K ﹤0.01%
+73
1452
$1K ﹤0.01%
88
+44
1453
$1K ﹤0.01%
+206
1454
$1K ﹤0.01%
+64
1455
$1K ﹤0.01%
+14
1456
$1K ﹤0.01%
+12
1457
$1K ﹤0.01%
316
1458
$1K ﹤0.01%
25
1459
$1K ﹤0.01%
+33
1460
$1K ﹤0.01%
61
-174
1461
$1K ﹤0.01%
20
-43
1462
$1K ﹤0.01%
+20
1463
$1K ﹤0.01%
+7
1464
$1K ﹤0.01%
+30
1465
$1K ﹤0.01%
101
1466
$1K ﹤0.01%
332
-4
1467
$1K ﹤0.01%
519
-1,155
1468
$1K ﹤0.01%
+10
1469
$1K ﹤0.01%
39
-127
1470
$1K ﹤0.01%
+60
1471
$1K ﹤0.01%
65
-79
1472
$1K ﹤0.01%
244
-118
1473
$1K ﹤0.01%
+131
1474
$1K ﹤0.01%
+86
1475
$1K ﹤0.01%
+145
57 58
59
60 61