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
726
$17K ﹤0.01%
238
727
$17K ﹤0.01%
209
728
$17K ﹤0.01%
1,085
+2
729
$16K ﹤0.01%
120
730
$16K ﹤0.01%
243
731
$16K ﹤0.01%
499
-30
732
$16K ﹤0.01%
270
-17
733
$16K ﹤0.01%
571
+463
734
$16K ﹤0.01%
106
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735
$16K ﹤0.01%
44
736
$16K ﹤0.01%
96
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737
$16K ﹤0.01%
197
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738
$16K ﹤0.01%
207
739
$16K ﹤0.01%
290
740
$16K ﹤0.01%
1,497
-364
741
$16K ﹤0.01%
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742
$16K ﹤0.01%
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743
$16K ﹤0.01%
4
744
$16K ﹤0.01%
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745
$16K ﹤0.01%
1,212
+209
746
$16K ﹤0.01%
574
+174
747
$16K ﹤0.01%
174
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748
$16K ﹤0.01%
266
+16
749
$16K ﹤0.01%
550
750
$16K ﹤0.01%
177
-126
28 29
30
31 32