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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
1801
– –
-125
1802
– –
0
1803
– –
-35,258
1804
– –
-166
1805
– –
-782
1806
– –
-125
1807
– –
-591
1808
– –
-326
1809
– –
-41
1810
– –
-36
1811
$0 ﹤0.01%
+101
1812
– –
-73
1813
$0 ﹤0.01%
+13
1814
– –
-62
1815
– –
-156
1816
$0 ﹤0.01%
16
-32
1817
– –
-5
1818
– –
-481
1819
$0 ﹤0.01%
+28
1820
– –
-130
1821
$0 ﹤0.01%
+9
1822
– –
-39
1823
– –
-58
1824
– –
-3
1825
– –
-12
71 72
73
74 75