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
426
$59K 0.01%
1,818
-118
427
$58K 0.01%
949
+57
428
$58K 0.01%
1,547
+56
429
$58K 0.01%
2,334
-8
430
$58K 0.01%
992
+182
431
$58K 0.01%
803
+497
432
$58K 0.01%
2,780
433
$58K 0.01%
1,650
+650
434
$58K 0.01%
900
435
$57K 0.01%
406
+145
436
$57K 0.01%
1,267
+729
437
$57K 0.01%
252
+52
438
$57K 0.01%
116
+5
439
$56K 0.01%
624
+36
440
$56K 0.01%
134
+2
441
$55K 0.01%
970
+24
442
$55K 0.01%
805
-9
443
$55K 0.01%
2,175
+1,362
444
$55K 0.01%
2,456
445
$55K 0.01%
1,585
446
$55K 0.01%
749
+135
447
$55K 0.01%
422
+219
448
$55K 0.01%
537
+198
449
$55K 0.01%
156
+79
450
$55K 0.01%
4,000
16 17
18
19 20