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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
1701
$0 ﹤0.01%
+23
1702
– –
-2,521
1703
– –
-29
1704
– –
-119
1705
$0 ﹤0.01%
+3
1706
$0 ﹤0.01%
47
-298
1707
$0 ﹤0.01%
23
+1
1708
– –
-25
1709
$0 ﹤0.01%
122
-201
1710
$0 ﹤0.01%
120
-1,077
1711
– –
-49
1712
$0 ﹤0.01%
78
-223
1713
– –
-689
1714
– –
-174
1715
$0 ﹤0.01%
160
+53
1716
$0 ﹤0.01%
87
1717
$0 ﹤0.01%
51
-6
1718
– –
-1,908
1719
– –
-2,150
1720
$0 ﹤0.01%
325
-1,060
1721
$0 ﹤0.01%
+54
1722
– –
-12,355
1723
$0 ﹤0.01%
17
+16
1724
$0 ﹤0.01%
11
1725
$0 ﹤0.01%
+14
67 68
69
70 71