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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
1526
$1K ﹤0.01%
51
1527
$1K ﹤0.01%
93
-25
1528
$1K ﹤0.01%
+108
1529
$1K ﹤0.01%
65
+1
1530
$1K ﹤0.01%
54
+19
1531
$1K ﹤0.01%
+85
1532
$1K ﹤0.01%
31
-43
1533
$1K ﹤0.01%
+120
1534
$1K ﹤0.01%
+11
1535
$1K ﹤0.01%
+160
1536
$1K ﹤0.01%
+9
1537
$1K ﹤0.01%
49
1538
$1K ﹤0.01%
11
1539
$1K ﹤0.01%
218
+14
1540
$1K ﹤0.01%
+34
1541
$1K ﹤0.01%
36
1542
$1K ﹤0.01%
+337
1543
$1K ﹤0.01%
26
1544
$1K ﹤0.01%
86
1545
$1K ﹤0.01%
46
-2,954
1546
$1K ﹤0.01%
+54
1547
$1K ﹤0.01%
11
1548
$1K ﹤0.01%
304
+60
1549
$1K ﹤0.01%
35
-709
1550
$1K ﹤0.01%
+32
60 61
62
63 64