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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
$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
1476
$1K ﹤0.01%
+10
1477
$1K ﹤0.01%
35
1478
$1K ﹤0.01%
45
1479
$1K ﹤0.01%
+75
1480
$1K ﹤0.01%
17
-15
1481
$1K ﹤0.01%
1,330
-41
1482
$1K ﹤0.01%
191
+15
1483
$1K ﹤0.01%
+77
1484
$1K ﹤0.01%
+197
1485
$1K ﹤0.01%
20
+2
1486
$1K ﹤0.01%
+225
1487
$1K ﹤0.01%
25
+2
1488
$1K ﹤0.01%
187
-471
1489
$1K ﹤0.01%
+14
1490
$1K ﹤0.01%
+14
1491
$1K ﹤0.01%
64
-100
1492
$1K ﹤0.01%
307
+104
1493
$1K ﹤0.01%
+23
1494
$1K ﹤0.01%
42
+23
1495
$1K ﹤0.01%
+45
1496
$1K ﹤0.01%
+66
1497
$1K ﹤0.01%
40
-89
1498
$1K ﹤0.01%
+16
1499
$1K ﹤0.01%
+11
1500
$1K ﹤0.01%
162
-9
58 59
60
61 62