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

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
$82K0.01% 3,301
+258
+8%
+$6.41K
$82K0.01% 1,031
+27
+3%
+$2.15K
$82K0.01% 1,187
+270
+29%
+$18.7K
$81K0.01% 1,589
+275
+21%
+$14K
$81K0.01% 1,100
+667
+154%
+$49.1K
$81K0.01% 2,207
-174
-7%
-$6.39K
$81K0.01% 1,551
+473
+44%
+$24.7K
$80K0.01% 647
+314
+94%
+$38.8K
$80K0.01% 915
+222
+32%
+$19.4K
$80K0.01% 1,765
$79K0.01% 509
+96
+23%
+$14.9K
$79K0.01% 847
+234
+38%
+$21.8K
$79K0.01% 2,410
+1,041
+76%
+$34.1K
$78K0.01% 1,093
+230
+27%
+$16.4K
$78K0.01% 5,814
+2,120
+57%
+$28.4K
$78K0.01% 461
+18
+4%
+$3.05K
$77K0.01% 4,241
+2,281
+116%
+$41.4K
$77K0.01% 1,006
+4
+0.4%
+$306
$77K0.01% 889
-141
-14%
-$12.2K
$76K0.01% 3,107
+1,728
+125%
+$42.3K
$76K0.01% 1,554
+761
+96%
+$37.2K
$76K0.01% 470
-1,492
-76%
-$241K
$76K0.01% 500
$76K0.01% 4,397
+2,414
+122%
+$41.7K
$76K0.01% 4,004
+1,464
+58%
+$27.8K