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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.29M
3
+$4.11M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.74M

Top Sells

1
+$6.53M
2
+$2.93M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Technology 8.33%
2 Financials 5.51%
3 Consumer Discretionary 5.21%
4 Healthcare 3.63%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$153K 0.03%
3,395
-6,557
227
$151K 0.03%
1,216
+333
228
$150K 0.03%
4,045
+258
229
$150K 0.03%
4,505
-267
230
$149K 0.03%
515
+126
231
$149K 0.03%
2,581
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232
$145K 0.03%
804
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233
$144K 0.03%
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234
$144K 0.03%
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$142K 0.03%
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236
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237
$141K 0.03%
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238
$141K 0.03%
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239
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240
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241
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242
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243
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244
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245
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246
$136K 0.03%
725
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247
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1,134
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248
$134K 0.03%
332
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249
$133K 0.03%
516
+187
250
$132K 0.03%
2,000
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10
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