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
$418M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,936
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$3.26M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.25M

Top Sells

1
+$1.54M
2
+$1.53M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$933K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$859K

Sector Composition

1 Technology 7.43%
2 Financials 5.74%
3 Consumer Discretionary 4.36%
4 Healthcare 3.39%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$43K 0.01%
111
452
$43K 0.01%
1,972
-628
453
$42K 0.01%
1,327
+73
454
$42K 0.01%
1,806
+292
455
$42K 0.01%
289
+90
456
$42K 0.01%
200
+4
457
$41K 0.01%
559
458
$41K 0.01%
2,754
+12
459
$41K 0.01%
480
-2,107
460
$41K 0.01%
853
+25
461
$41K 0.01%
105
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462
$41K 0.01%
635
+79
463
$41K 0.01%
1,394
-3,688
464
$40K 0.01%
1,611
-180
465
$40K 0.01%
262
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466
$40K 0.01%
563
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467
$40K 0.01%
297
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468
$40K 0.01%
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469
$40K 0.01%
912
470
$40K 0.01%
2,020
471
$39K 0.01%
67
-2
472
$39K 0.01%
6,430
-2,900
473
$39K 0.01%
752
+289
474
$39K 0.01%
847
+238
475
$39K 0.01%
+1,410
17 18
19
20 21