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
1751
$0 ﹤0.01%
45
1752
– –
-570
1753
$0 ﹤0.01%
7
1754
$0 ﹤0.01%
+31
1755
– –
-75
1756
– –
-2,795
1757
– –
-7
1758
$0 ﹤0.01%
+142
1759
– –
-96
1760
$0 ﹤0.01%
18
-24
1761
– –
0
1762
– –
-797
1763
$0 ﹤0.01%
99
-267
1764
$0 ﹤0.01%
+19
1765
$0 ﹤0.01%
33
+6
1766
– –
-28
1767
$0 ﹤0.01%
203
+110
1768
– –
-31
1769
– –
-19
1770
– –
0
1771
$0 ﹤0.01%
+14
1772
$0 ﹤0.01%
19
-11
1773
$0 ﹤0.01%
63
-649
1774
– –
0
1775
– –
-115
69 70
71
72 73