BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
This Quarter Return
-0.29%
1 Year Return
+30.04%
3 Year Return
+48.21%
5 Year Return
–
10 Year Return
–
AUM
$636M
AUM Growth
+$7.43M
Cap. Flow
+$11.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
50.87%
Holding
2,331
New
285
Increased
1,206
Reduced
324
Closed
88

Top Buys

1
$9.55M
2
$8.43M
3
$7.22M
4
$4.94M
5
$2.6M

Top Sells

1
$28.1M
2
$20.7M
3
$4.21M
4
$2.86M
5
$1.98M

Sector Composition

1Technology10.36%
2Financials7.39%
3Consumer Discretionary5.62%
4Healthcare4.89%
5Communication Services3.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$157K0.02% 2,235
+281
+14%
+$19.7K
$156K0.02% 795
+397
+100%
+$77.9K
$156K0.02% 242
+35
+17%
+$22.6K
$155K0.02% 1,727
+503
+41%
+$45.1K
$151K0.02% 1,151
+255
+28%
+$33.5K
$150K0.02% 265
+13
+5%
+$7.36K
$149K0.02% 1,518
+269
+22%
+$26.4K
$149K0.02% 538
+157
+41%
+$43.5K
$148K0.02% 2,476
+827
+50%
+$49.4K
$148K0.02% 6,175
-458
-7%
-$11K
$147K0.02% 951
+314
+49%
+$48.5K
$147K0.02% 5,890
+1,478
+34%
+$36.9K
$146K0.02% 847
+225
+36%
+$38.8K
$146K0.02% 407
+65
+19%
+$23.3K
$146K0.02% 1,996
+3
+0.2%
+$219
$145K0.02% 1,761
+632
+56%
+$52K
$145K0.02% 748
+598
+399%
+$116K
$145K0.02% 2,069
+1,109
+116%
+$77.7K
$144K0.02% 1,002
+218
+28%
+$31.3K
$143K0.02% 2,315
+71
+3%
+$4.39K
$142K0.02% 2,000––
$142K0.02% 542
+133
+33%
+$34.8K
$141K0.02% 2,096
+874
+72%
+$58.8K
$141K0.02% 688
+182
+36%
+$37.3K
$141K0.02% 541
-194
-26%
-$50.6K
1 121314151694