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
676
$20K ﹤0.01%
787
677
$20K ﹤0.01%
54
+41
678
$20K ﹤0.01%
229
679
$20K ﹤0.01%
355
+58
680
$19K ﹤0.01%
343
-28
681
$19K ﹤0.01%
347
+13
682
$19K ﹤0.01%
1,560
+78
683
$19K ﹤0.01%
176
684
$19K ﹤0.01%
203
-19
685
$19K ﹤0.01%
1,801
+2
686
$19K ﹤0.01%
91
687
$19K ﹤0.01%
306
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688
$19K ﹤0.01%
122
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689
$19K ﹤0.01%
367
+24
690
$19K ﹤0.01%
559
+2
691
$19K ﹤0.01%
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692
$19K ﹤0.01%
323
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693
$19K ﹤0.01%
79
694
$19K ﹤0.01%
1,535
+120
695
$19K ﹤0.01%
1,219
696
$19K ﹤0.01%
600
+491
697
$18K ﹤0.01%
73
698
$18K ﹤0.01%
477
+29
699
$18K ﹤0.01%
370
700
$18K ﹤0.01%
125
+4
26 27
28
29 30