BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

Sector Composition

1 Technology 5.31%
2 Financials 3.96%
3 Consumer Discretionary 3.07%
4 Healthcare 2.43%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$166K 0.05%
2,197
-166
152
$164K 0.05%
666
+69
153
$160K 0.05%
10,000
154
$159K 0.05%
1,766
155
$158K 0.05%
1,449
-11
156
$157K 0.05%
1,945
-20
157
$156K 0.05%
80
+2
158
$156K 0.05%
2,816
-13
159
$152K 0.05%
8,079
+81
160
$151K 0.05%
649
+5
161
$149K 0.05%
1,710
-184
162
$147K 0.05%
2,658
-4
163
$146K 0.05%
2,066
+572
164
$146K 0.05%
2,217
-25
165
$145K 0.05%
10,554
+39
166
$143K 0.04%
2,189
167
$142K 0.04%
1,936
+128
168
$141K 0.04%
2,246
-222
169
$141K 0.04%
717
170
$141K 0.04%
2,489
+156
171
$137K 0.04%
849
-28
172
$137K 0.04%
1,248
+196
173
$136K 0.04%
632
+1
174
$136K 0.04%
334
+15
175
$135K 0.04%
882
-148
5 6
7
8 9