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
351
$61K 0.01%
1,014
-3
352
$61K 0.01%
1,070
-79
353
$61K 0.01%
781
-5
354
$61K 0.01%
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355
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438
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356
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567
-1
357
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1,036
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358
$60K 0.01%
882
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359
$59K 0.01%
650
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360
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+4,310
361
$59K 0.01%
859
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362
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656
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363
$59K 0.01%
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364
$58K 0.01%
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$58K 0.01%
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366
$58K 0.01%
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-5,481
371
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+1,218
373
$57K 0.01%
488
-303
374
$57K 0.01%
161
+3
375
$57K 0.01%
2,342
+142
13 14
15
16 17