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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.07%
2,888
-2,441
127
$205K 0.07%
+8,123
128
$200K 0.06%
1,526
+279
129
$200K 0.06%
2,566
-702
130
$199K 0.06%
1,817
+89
131
$197K 0.06%
543
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132
$193K 0.06%
3,404
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133
$193K 0.06%
4,974
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134
$192K 0.06%
4,336
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135
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2,266
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136
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1,474
137
$184K 0.06%
15,013
138
$183K 0.06%
3,457
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139
$182K 0.06%
8,900
+8,531
140
$177K 0.06%
6,160
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141
$177K 0.06%
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142
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143
$174K 0.06%
2,192
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144
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145
$170K 0.05%
3,632
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146
$165K 0.05%
1,970
+284
147
$163K 0.05%
3,646
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148
$163K 0.05%
1,766
149
$162K 0.05%
1,199
+10
150
$162K 0.05%
3,167
+16
4 5
6
7 8