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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
1576
$1K ﹤0.01%
61
-46
1577
$1K ﹤0.01%
+179
1578
$1K ﹤0.01%
122
1579
$1K ﹤0.01%
+29
1580
$1K ﹤0.01%
104
-164
1581
$1K ﹤0.01%
+91
1582
$1K ﹤0.01%
+113
1583
$0 ﹤0.01%
+178
1584
– –
-167
1585
– –
-39
1586
– –
-727
1587
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0
1588
$0 ﹤0.01%
22
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1589
$0 ﹤0.01%
31
1590
$0 ﹤0.01%
+55
1591
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-89
1592
– –
-209
1593
– –
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1594
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-90
1595
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-6
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$0 ﹤0.01%
8
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1597
$0 ﹤0.01%
+385
1598
$0 ﹤0.01%
486
-3,322
1599
$0 ﹤0.01%
+56
1600
$0 ﹤0.01%
+24
62 63
64
65 66