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
$76K0.01% 115
+23
+25%
+$15.2K
$76K0.01% 430
+26
+6%
+$4.6K
$75K0.01% 219
+36
+20%
+$12.3K
$75K0.01% 6,137
+146
+2%
+$1.78K
$75K0.01% 2,331
+689
+42%
+$22.2K
$74K0.01% 183
+67
+58%
+$27.1K
$74K0.01% 1,330
+173
+15%
+$9.63K
$74K0.01% 809
+426
+111%
+$39K
$74K0.01% 208
+29
+16%
+$10.3K
$74K0.01% 930
+68
+8%
+$5.41K
$73K0.01% 276
+37
+15%
+$9.79K
$73K0.01% 179
+57
+47%
+$23.2K
$73K0.01% 656
+182
+38%
+$20.3K
$73K0.01% 1,433
+78
+6%
+$3.97K
$72K0.01% 1,303
+406
+45%
+$22.4K
$72K0.01% 2,143
+366
+21%
+$12.3K
$72K0.01% 886
+414
+88%
+$33.6K
$72K0.01% 414
+145
+54%
+$25.2K
$71K0.01% 482
+164
+52%
+$24.2K
$71K0.01% 3,500––
$71K0.01% 936
+348
+59%
+$26.4K
$71K0.01% 2,127
+477
+29%
+$15.9K
$71K0.01% 4,358
+1,914
+78%
+$31.2K
$71K0.01% 2,587
+334
+15%
+$9.17K
$70K0.01% 2,850
+32
+1%
+$786
1 202122232494