We are live on ! Find out more
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
$310M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$6.16M
3
+$4.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.48M

Top Sells

1
+$9.77M
2
+$7.48M
3
+$2.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.39M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.2M

Sector Composition

1 Technology 5.5%
2 Financials 3.9%
3 Healthcare 2.87%
4 Consumer Discretionary 2.67%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-171
1527
– –
-118
1528
$0 ﹤0.01%
41
-59
1529
– –
-18
1530
$0 ﹤0.01%
+39
1531
– –
-41
1532
– –
-190
1533
– –
-697
1534
$0 ﹤0.01%
122
1535
$0 ﹤0.01%
4
1536
$0 ﹤0.01%
22
1537
$0 ﹤0.01%
38
1538
$0 ﹤0.01%
32
-180
1539
– –
-867
1540
$0 ﹤0.01%
77
+30
1541
– –
-56
1542
$0 ﹤0.01%
15
1543
– –
-104
1544
$0 ﹤0.01%
5
-314
1545
$0 ﹤0.01%
+12
1546
$0 ﹤0.01%
30
-121
1547
– –
-3,000
1548
– –
-201
1549
$0 ﹤0.01%
2
-74
1550
$0 ﹤0.01%
42
-158
60 61
62
63 64