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
$314M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,683
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.14M
3
+$2.4M
4
BABA icon
Alibaba
BABA
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.66M

Top Sells

1
+$3.42M
2
+$2.61M
3
+$2.61M
4
VTV icon
Vanguard Value ETF
VTV
+$2.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.06M

Sector Composition

1 Technology 5.03%
2 Financials 4.15%
3 Consumer Discretionary 3.31%
4 Healthcare 2.43%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$106K 0.03%
1,052
-123
202
$105K 0.03%
1,568
+192
203
$103K 0.03%
1,208
+189
204
$103K 0.03%
1,265
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205
$102K 0.03%
2,393
+1,975
206
$102K 0.03%
930
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207
$101K 0.03%
1,096
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208
$100K 0.03%
+5,693
209
$97K 0.03%
530
-95
210
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2,270
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211
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212
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3,419
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213
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214
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783
215
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1,213
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216
$91K 0.03%
4,437
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217
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3,445
218
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658
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219
$89K 0.03%
342
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220
$89K 0.03%
656
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221
$88K 0.03%
434
-30
222
$88K 0.03%
954
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223
$87K 0.03%
992
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224
$87K 0.03%
5,450
225
$86K 0.03%
184
+21
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