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
$418M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,936
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$3.26M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.25M

Top Sells

1
+$1.54M
2
+$1.53M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$933K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$859K

Sector Composition

1 Technology 7.43%
2 Financials 5.74%
3 Consumer Discretionary 4.36%
4 Healthcare 3.39%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$78K 0.02%
2,983
-775
302
$78K 0.02%
363
303
$77K 0.02%
2,452
+748
304
$77K 0.02%
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305
$76K 0.02%
634
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306
$76K 0.02%
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-1,007
307
$76K 0.02%
567
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308
$76K 0.02%
1,659
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309
$76K 0.02%
229
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310
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311
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312
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313
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$73K 0.02%
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315
$73K 0.02%
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321
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$71K 0.02%
1,184
+28
323
$71K 0.02%
3,773
+1,393
324
$71K 0.02%
274
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325
$71K 0.02%
900
+480
11 12
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