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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
1801
$0 ﹤0.01%
50
1802
$0 ﹤0.01%
51
1803
– –
-66
1804
– –
-2,690
1805
– –
-98
1806
$0 ﹤0.01%
8
1807
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1808
$0 ﹤0.01%
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1809
$0 ﹤0.01%
+23
1810
$0 ﹤0.01%
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1811
$0 ﹤0.01%
+45
1812
$0 ﹤0.01%
23
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1813
– –
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1814
$0 ﹤0.01%
37
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1815
$0 ﹤0.01%
29
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1816
$0 ﹤0.01%
+69
1817
– –
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1818
– –
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1819
$0 ﹤0.01%
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1820
$0 ﹤0.01%
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1821
$0 ﹤0.01%
+92
69 70 71 72
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