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
$56K0.01% 1,824
+570
+45%
+$17.5K
$56K0.01% 1,898
+327
+21%
+$9.65K
$56K0.01% 854
+49
+6%
+$3.21K
$56K0.01% 505
+89
+21%
+$9.87K
$56K0.01% 1,587
+724
+84%
+$25.5K
$56K0.01% 4,000––
$56K0.01% 5,912
+4,552
+335%
+$43.1K
$56K0.01% 1,191
-1
-0.1%
-$47
$56K0.01% 6,259
+3,734
+148%
+$33.4K
$56K0.01% 914
-80
-8%
-$4.9K
$56K0.01% 9,380
+4,202
+81%
+$25.1K
$56K0.01% 614
+46
+8%
+$4.2K
$56K0.01% 316
+183
+138%
+$32.4K
$56K0.01% 790
+312
+65%
+$22.1K
$55K0.01% 885
+122
+16%
+$7.58K
$55K0.01% 4,334
+709
+20%
+$9K
$55K0.01% 547
+184
+51%
+$18.5K
$55K0.01% 130
+12
+10%
+$5.08K
$54K0.01% 1,323
+329
+33%
+$13.4K
$54K0.01% 115
+15
+15%
+$7.04K
$54K0.01% 1,716
+787
+85%
+$24.8K
$54K0.01% 1,523
+585
+62%
+$20.7K
$54K0.01% 789
+143
+22%
+$9.79K
$54K0.01% 1,362
+231
+20%
+$9.16K
$54K0.01% 404
+45
+13%
+$6.02K
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