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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
$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
1601
$0 ﹤0.01%
77
-10
1602
– –
-23
1603
$0 ﹤0.01%
+96
1604
– –
-106
1605
$0 ﹤0.01%
+244
1606
– –
-2,195
1607
$0 ﹤0.01%
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1608
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1609
$0 ﹤0.01%
28
1610
$0 ﹤0.01%
73
1611
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-114
1612
$0 ﹤0.01%
+35
1613
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41
1614
$0 ﹤0.01%
77
+67
1615
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-102
1616
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-20
1617
– –
-443
1618
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0
1619
– –
-500
1620
$0 ﹤0.01%
+591
1621
– –
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1622
$0 ﹤0.01%
24
1623
$0 ﹤0.01%
+41
1624
$0 ﹤0.01%
+62
1625
$0 ﹤0.01%
+48
63 64
65
66 67