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
201
$110K 0.03%
731
+49
202
$110K 0.03%
1,198
-10
203
$108K 0.03%
4,257
-109,733
204
$107K 0.03%
3,445
205
$107K 0.03%
964
-87
206
$107K 0.03%
1,744
+2
207
$106K 0.03%
1,872
-397
208
$104K 0.03%
930
209
$101K 0.03%
491
+57
210
$100K 0.03%
633
+247
211
$98K 0.03%
1,350
+18
212
$98K 0.03%
2,000
213
$98K 0.03%
5,800
+107
214
$97K 0.03%
22,440
+1,920
215
$95K 0.03%
997
+5
216
$94K 0.03%
1,239
+26
217
$94K 0.03%
783
218
$92K 0.03%
1,828
+293
219
$92K 0.03%
1,459
-109
220
$91K 0.03%
342
221
$90K 0.03%
2,690
-5,781
222
$88K 0.03%
1,418
-110
223
$88K 0.03%
4,818
224
$87K 0.03%
4,338
-402
225
$87K 0.03%
2,149
-121
7 8
9
10 11