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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
1701
– –
-717
1702
$0 ﹤0.01%
92
1703
$0 ﹤0.01%
+22
1704
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0
1705
– –
-6,000
1706
$0 ﹤0.01%
+40
1707
$0 ﹤0.01%
+37
1708
– –
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1709
$0 ﹤0.01%
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1710
$0 ﹤0.01%
5
-48
1711
– –
-4
1712
$0 ﹤0.01%
20
-20
1713
$0 ﹤0.01%
52
-330
1714
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-40
1715
$0 ﹤0.01%
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1716
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1717
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1718
$0 ﹤0.01%
7
1719
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1720
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1721
$0 ﹤0.01%
+31
1722
$0 ﹤0.01%
+10
1723
– –
-2,112
1724
– –
-118
1725
– –
-34
67 68
69
70 71