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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.29M
3
+$4.11M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.74M

Top Sells

1
+$6.53M
2
+$2.93M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Technology 8.33%
2 Financials 5.51%
3 Consumer Discretionary 5.21%
4 Healthcare 3.63%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$24K 0.01%
+1,692
727
$24K 0.01%
273
+233
728
$23K ﹤0.01%
577
+78
729
$23K ﹤0.01%
145
+39
730
$23K ﹤0.01%
214
+41
731
$23K ﹤0.01%
176
732
$23K ﹤0.01%
244
-99
733
$23K ﹤0.01%
149
+4
734
$23K ﹤0.01%
986
+184
735
$23K ﹤0.01%
321
+61
736
$23K ﹤0.01%
284
+6
737
$23K ﹤0.01%
256
+197
738
$23K ﹤0.01%
561
+2
739
$23K ﹤0.01%
1,153
+26
740
$23K ﹤0.01%
2,683
+2,542
741
$23K ﹤0.01%
538
+481
742
$23K ﹤0.01%
621
+530
743
$22K ﹤0.01%
206
+43
744
$22K ﹤0.01%
779
+606
745
$22K ﹤0.01%
221
-30
746
$22K ﹤0.01%
378
747
$22K ﹤0.01%
+1,643
748
$22K ﹤0.01%
1,521
749
$22K ﹤0.01%
1,261
+13
750
$22K ﹤0.01%
1,483
-14
28 29
30
31 32