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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
1551
$1K ﹤0.01%
+10
1552
$1K ﹤0.01%
+119
1553
$1K ﹤0.01%
+23
1554
$1K ﹤0.01%
60
+25
1555
$1K ﹤0.01%
42
-515
1556
$1K ﹤0.01%
75
-193
1557
$1K ﹤0.01%
140
+65
1558
$1K ﹤0.01%
91
+52
1559
$1K ﹤0.01%
246
1560
$1K ﹤0.01%
+14
1561
$1K ﹤0.01%
+53
1562
$1K ﹤0.01%
48
-33
1563
$1K ﹤0.01%
50
-31
1564
$1K ﹤0.01%
+48
1565
$1K ﹤0.01%
53
-304
1566
$1K ﹤0.01%
+38
1567
$1K ﹤0.01%
254
+186
1568
$1K ﹤0.01%
+15
1569
$1K ﹤0.01%
92
-50
1570
$1K ﹤0.01%
100
1571
$1K ﹤0.01%
+2
1572
$1K ﹤0.01%
12
1573
$1K ﹤0.01%
118
+53
1574
$1K ﹤0.01%
+30
1575
$1K ﹤0.01%
29
-13
61 62
63
64 65