BCA
Berman Capital Advisors Portfolio holdings
AUM
$636M
1-Year Est. Return
30.04%
1 Year Est. Return
+30.04%
AUM
$381M
AUM Growth
+$71M
(+23%)
Holding
1,985
Top Buys
| 1 | +$10.8M | |
| 2 | +$7.06M | |
| 3 | +$4.64M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$3.11M |
| 5 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$3.05M |
Top Sells
| 1 | +$6.16M | |
| 2 | +$3.47M | |
| 3 | +$2.25M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.96M |
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 3.72% |
| 3 | Healthcare | 2.92% |
| 4 | Consumer Discretionary | 2.86% |
| 5 | Communication Services | 2.2% |