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
$381M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.06M
3
+$4.64M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.05M

Top Sells

1
+$6.16M
2
+$3.47M
3
+$2.25M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.96M

Sector Composition

1 Technology 6.5%
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%
+14
1477
$1K ﹤0.01%
+12
1478
$1K ﹤0.01%
162
-9
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+193
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+40
1481
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+80
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326
1483
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46
1484
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1485
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+1
1486
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164
-6
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36
1489
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+153
1490
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+131
1491
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27
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108
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1494
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+31
1495
$1K ﹤0.01%
270
-10
1496
$1K ﹤0.01%
52
1497
$1K ﹤0.01%
42
+36
1498
$1K ﹤0.01%
54
+12
1499
$1K ﹤0.01%
124
-405
1500
$1K ﹤0.01%
204
-52
58 59
60
61 62