BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.34M
3
+$2.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.87M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.09M

Top Sells

1
+$5.18M
2
+$2.78M
3
+$2.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$721K
5
BABA icon
Alibaba
BABA
+$331K

Sector Composition

1 Technology 5.31%
2 Financials 3.96%
3 Consumer Discretionary 3.07%
4 Healthcare 2.43%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$133K 0.04%
1,868
177
$133K 0.04%
4,151
-5
178
$132K 0.04%
682
+152
179
$131K 0.04%
2,264
-144
180
$130K 0.04%
1,016
-30
181
$129K 0.04%
7,100
182
$129K 0.04%
711
+339
183
$128K 0.04%
809
-12
184
$128K 0.04%
2,237
-149
185
$123K 0.04%
1,043
186
$123K 0.04%
1,694
+21
187
$123K 0.04%
3,798
-538
188
$121K 0.04%
2,748
-191
189
$119K 0.04%
497
+66
190
$119K 0.04%
1,000
191
$118K 0.04%
1,026
-161
192
$118K 0.04%
1,469
193
$117K 0.04%
1,970
194
$117K 0.04%
607
+1
195
$117K 0.04%
4,587
+97
196
$116K 0.04%
527
-20
197
$115K 0.04%
2,980
-138
198
$114K 0.04%
1,152
+56
199
$113K 0.04%
1,268
+4
200
$113K 0.04%
1,325
+60
6 7
8
9 10