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

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
$47K0.01% 1,010
$47K0.01% 494
+83
+20%
+$7.9K
$47K0.01% 649
+395
+156%
+$28.6K
$47K0.01% 1,085
+911
+524%
+$39.5K
$47K0.01% 4,190
$47K0.01% 1,665
+278
+20%
+$7.85K
$47K0.01% 234
+67
+40%
+$13.5K
$47K0.01% 2,091
-685
-25%
-$15.4K
$47K0.01% 147
+89
+153%
+$28.5K
$47K0.01% 4,263
+25
+0.6%
+$276
$46K0.01% 2,276
-232
-9%
-$4.69K
$46K0.01% 1,592
+540
+51%
+$15.6K
$46K0.01% 299
+1
+0.3%
+$154
$46K0.01% 1,310
+23
+2%
+$808
$46K0.01% 2,644
+500
+23%
+$8.7K
$45K0.01% 847
-49
-5%
-$2.6K
$45K0.01% 5,718
+77
+1%
+$606
$45K0.01% 142
+69
+95%
+$21.9K
$45K0.01% 704
+383
+119%
+$24.5K
$45K0.01% 6,498
+131
+2%
+$907
$45K0.01% 423
+298
+238%
+$31.7K
$44K0.01% 2,037
+1,972
+3,034%
+$42.6K
$44K0.01% 2,020
+1,604
+386%
+$34.9K
$44K0.01% 377
-4
-1%
-$467
$44K0.01% 7,066
+5,374
+318%
+$33.5K