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
401
$64K 0.01%
4,000
402
$64K 0.01%
1,129
+321
403
$64K 0.01%
325
-38
404
$63K 0.01%
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+1
405
$63K 0.01%
2,931
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406
$63K 0.01%
300
+129
407
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403
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408
$63K 0.01%
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409
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553
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410
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798
+1
411
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412
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4,554
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413
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864
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414
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303
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415
$61K 0.01%
3,276
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416
$61K 0.01%
404
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$60K 0.01%
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418
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740
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419
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400
420
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851
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421
$60K 0.01%
245
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422
$60K 0.01%
641
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423
$59K 0.01%
465
-23
424
$59K 0.01%
580
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425
$59K 0.01%
275
+119
15 16
17
18 19