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
326
$93K 0.02%
3,526
+902
327
$93K 0.02%
6,057
+4
328
$93K 0.02%
351
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329
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475
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$92K 0.02%
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331
$92K 0.02%
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$92K 0.02%
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335
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336
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$87K 0.02%
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340
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341
$86K 0.02%
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342
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345
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346
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$84K 0.02%
144
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348
$83K 0.02%
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349
$81K 0.02%
687
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350
$80K 0.02%
1,985
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12 13
14
15 16