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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
1901
– –
-172
1902
– –
-146
1903
– –
-244
1904
– –
-177
1905
$0 ﹤0.01%
+226
1906
– –
-79
1907
– –
-31
1908
$0 ﹤0.01%
142
1909
– –
0
1910
– –
-117
1911
– –
-1,363
1912
– –
0
1913
– –
-99
1914
$0 ﹤0.01%
19
1915
$0 ﹤0.01%
60
+27
1916
– –
0
1917
– –
0
1918
– –
-120
1919
– –
-33
1920
$0 ﹤0.01%
+30
1921
$0 ﹤0.01%
+9
1922
– –
-3,989
1923
– –
0
1924
$0 ﹤0.01%
37
-13
1925
– –
-115
75 76
77
78 79