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

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

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
126
$206K 0.06%
2,348
+82
127
$203K 0.06%
+2,150
128
$202K 0.06%
29,548
+14,535
129
$199K 0.06%
4,988
+14
130
$198K 0.06%
509
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131
$197K 0.06%
6,645
-313
132
$194K 0.06%
1,728
-89
133
$193K 0.06%
3,489
+32
134
$193K 0.06%
710
135
$189K 0.06%
16,331
-16,991
136
$187K 0.06%
2,559
-329
137
$187K 0.06%
704
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138
$187K 0.06%
3,405
+1
139
$186K 0.06%
1,474
140
$184K 0.06%
9,044
+144
141
$183K 0.06%
846
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142
$182K 0.06%
1,940
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143
$181K 0.06%
2,049
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144
$175K 0.05%
2,196
+4
145
$173K 0.05%
+6,150
146
$173K 0.05%
16,539
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147
$172K 0.05%
3,454
-192
148
$168K 0.05%
1,198
-1
149
$167K 0.05%
6,070
-90
150
$167K 0.05%
3,030
+68
4 5
6
7 8