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
1651
– –
-306
1652
– –
-502
1653
– –
-17
1654
– –
-34
1655
– –
-90
1656
$0 ﹤0.01%
12
-200
1657
$0 ﹤0.01%
17
1658
– –
-28
1659
$0 ﹤0.01%
25
+20
1660
$0 ﹤0.01%
+68
1661
– –
-4
1662
– –
-260
1663
$0 ﹤0.01%
44
1664
– –
-1,766
1665
$0 ﹤0.01%
34
1666
– –
0
1667
$0 ﹤0.01%
+167
1668
$0 ﹤0.01%
+39
1669
$0 ﹤0.01%
23
+22
1670
– –
0
1671
– –
-74
1672
$0 ﹤0.01%
+31
1673
– –
-206
1674
– –
-1,115
1675
– –
-79
65 66
67
68 69