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
626
$23K 0.01%
307
+280
627
$23K 0.01%
648
+83
628
$23K 0.01%
1,397
-44
629
$23K 0.01%
664
+71
630
$23K 0.01%
454
631
$23K 0.01%
1,498
+534
632
$23K 0.01%
157
+4
633
$23K 0.01%
404
-2
634
$22K 0.01%
1,119
+325
635
$22K 0.01%
554
-381
636
$22K 0.01%
700
637
$22K 0.01%
538
+1
638
$22K 0.01%
239
639
$22K 0.01%
145
+10
640
$22K 0.01%
2,408
641
$22K 0.01%
567
642
$22K 0.01%
696
643
$22K 0.01%
278
+1
644
$22K 0.01%
2,272
+3
645
$22K 0.01%
464
+71
646
$22K 0.01%
490
+30
647
$22K 0.01%
615
-175
648
$22K 0.01%
542
+235
649
$22K 0.01%
219
+5
650
$22K 0.01%
865
+659
24 25
26
27 28