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
351
$80K 0.02%
967
-7
352
$80K 0.02%
644
+20
353
$79K 0.02%
624
-10
354
$79K 0.02%
656
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355
$79K 0.02%
6,027
+2,056
356
$79K 0.02%
1,931
+515
357
$79K 0.02%
244
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358
$78K 0.02%
506
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359
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569
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360
$77K 0.02%
2,396
+1,210
361
$77K 0.02%
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364
$76K 0.02%
1,765
365
$75K 0.02%
1,430
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366
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900
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$72K 0.02%
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2,301
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372
$71K 0.01%
513
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240
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374
$71K 0.01%
993
+358
375
$70K 0.01%
854
+233
13 14
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