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
$125K0.02% 1,296
+341
+36%
+$32.9K
$125K0.02% 861
+210
+32%
+$30.5K
$125K0.02% 4,600
+2,047
+80%
+$55.6K
$124K0.02% 366
+214
+141%
+$72.5K
$124K0.02% 437
+102
+30%
+$28.9K
$124K0.02% 624
+106
+20%
+$21.1K
$123K0.02% 1,036
+338
+48%
+$40.1K
$123K0.02% 439
+102
+30%
+$28.6K
$123K0.02% 805
-97
-11%
-$14.8K
$122K0.02% 253
+93
+58%
+$44.8K
$121K0.02% 1,344
-1,110
-45%
-$99.9K
$120K0.02% 1,650
+310
+23%
+$22.5K
$120K0.02% 733
+169
+30%
+$27.7K
$119K0.02% 7,158
+2,826
+65%
+$47K
$119K0.02% 1,220
+224
+22%
+$21.8K
$119K0.02% 1,346
+515
+62%
+$45.5K
$118K0.02% 1,052
+165
+19%
+$18.5K
$118K0.02% 1,050
+388
+59%
+$43.6K
$118K0.02% 191
-31
-14%
-$19.2K
$117K0.02% 697
+345
+98%
+$57.9K
$117K0.02% 931
+239
+35%
+$30K
$116K0.02% 4,808
+261
+6%
+$6.3K
$116K0.02% 1,665
+443
+36%
+$30.9K
$114K0.02% 1,939
+12
+0.6%
+$706
$114K0.02% 552
+317
+135%
+$65.5K
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