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
$105K0.02% 13,142
+8,910
+211%
+$71.2K
$105K0.02%
+107,000
 New
+$105K
$104K0.02% 2,596
+751
+41%
+$30.1K
$104K0.02% 1,265
+423
+50%
+$34.8K
$104K0.02% 7,020
+873
+14%
+$12.9K
$103K0.02% 1,158
+206
+22%
+$18.3K
$103K0.02% 713
-167
-19%
-$24.1K
$103K0.02% 333
-6
-2%
-$1.86K
$103K0.02% 576––
$102K0.02% 616
+98
+19%
+$16.2K
$101K0.02% 456
+172
+61%
+$38.1K
$101K0.02% 4,717
+570
+14%
+$12.2K
$101K0.02% 205
+115
+128%
+$56.7K
$101K0.02% 977
-410
-30%
-$42.4K
$100K0.02% 243
+44
+22%
+$18.1K
$99K0.02% 343
+24
+8%
+$6.93K
$99K0.02% 3,397
-760
-18%
-$22.1K
$98K0.02% 441
+86
+24%
+$19.1K
$98K0.02% 670
+137
+26%
+$20K
$97K0.02% 922
+114
+14%
+$12K
$97K0.02% 969
+35
+4%
+$3.5K
$97K0.02% 5,987
-100
-2%
-$1.62K
$97K0.02% 231
-2
-0.9%
-$840
$97K0.02% 1,431
+439
+44%
+$29.8K
$96K0.02% 254
+42
+20%
+$15.9K
1 161718192094