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

Top Buys

1
+$5.6M
2
+$3.32M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.79M
3
+$2.29M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$713K
5
BABA icon
Alibaba
BABA
+$340K

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
1501
– –
-1,604
1502
– –
-172
1503
– –
-224
1504
– –
0
1505
$0 ﹤0.01%
2
-28
1506
$0 ﹤0.01%
65
-55
1507
– –
-82
1508
$0 ﹤0.01%
24
1509
$0 ﹤0.01%
11
1510
$0 ﹤0.01%
86
1511
$0 ﹤0.01%
14
1512
– –
-236
1513
– –
-26
1514
– –
-45
1515
– –
-1,175
1516
– –
-43
1517
$0 ﹤0.01%
74
+1
1518
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-182
1519
– –
-163
1520
– –
-146
1521
– –
-122
1522
– –
-8
1523
$0 ﹤0.01%
20
1524
$0 ﹤0.01%
42
1525
$0 ﹤0.01%
12
59 60
61
62 63