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
701
$18K ﹤0.01%
+219
702
$18K ﹤0.01%
242
-202
703
$18K ﹤0.01%
840
-110
704
$18K ﹤0.01%
133
705
$18K ﹤0.01%
7,187
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706
$18K ﹤0.01%
369
707
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533
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708
$18K ﹤0.01%
1,011
-129
709
$18K ﹤0.01%
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710
$18K ﹤0.01%
362
711
$17K ﹤0.01%
108
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712
$17K ﹤0.01%
492
713
$17K ﹤0.01%
813
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$17K ﹤0.01%
463
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715
$17K ﹤0.01%
199
716
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120
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718
$17K ﹤0.01%
381
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719
$17K ﹤0.01%
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720
$17K ﹤0.01%
3,864
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721
$17K ﹤0.01%
491
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722
$17K ﹤0.01%
395
723
$17K ﹤0.01%
+260
724
$17K ﹤0.01%
267
725
$17K ﹤0.01%
279
+69
27 28
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30 31