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
$61K0.01% 942
+78
+9%
+$5.05K
$61K0.01% 300
+116
+63%
+$23.6K
$60K0.01% 608
+316
+108%
+$31.2K
$60K0.01% 2,763
+1,845
+201%
+$40.1K
$60K0.01% 6,430––
$60K0.01% 596
+113
+23%
+$11.4K
$60K0.01% 751
+241
+47%
+$19.3K
$59K0.01% 2,603
+10
+0.4%
+$227
$59K0.01% 820
+245
+43%
+$17.6K
$59K0.01% 1,174
-168
-13%
-$8.44K
$59K0.01% 2,639
+2,530
+2,321%
+$56.6K
$59K0.01% 1,259
+447
+55%
+$20.9K
$58K0.01% 284
+221
+351%
+$45.1K
$58K0.01% 2,291
+1,037
+83%
+$26.3K
$58K0.01% 422
+153
+57%
+$21K
$58K0.01% 3,421
+1,916
+127%
+$32.5K
$58K0.01% 523
+304
+139%
+$33.7K
$58K0.01% 2,417
+1,379
+133%
+$33.1K
$57K0.01% 385
+155
+67%
+$22.9K
$57K0.01% 3,248
+1,829
+129%
+$32.1K
$57K0.01% 1,416
+566
+67%
+$22.8K
$57K0.01% 459
+316
+221%
+$39.2K
$57K0.01% 1,000––
$57K0.01% 982
+51
+5%
+$2.96K
$57K0.01% 815
+300
+58%
+$21K
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