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
751
$16K ﹤0.01%
106
+6
752
$15K ﹤0.01%
280
+164
753
$15K ﹤0.01%
163
+3
754
$15K ﹤0.01%
562
-19
755
$15K ﹤0.01%
779
756
$15K ﹤0.01%
681
+78
757
$15K ﹤0.01%
596
+386
758
$15K ﹤0.01%
145
+65
759
$15K ﹤0.01%
70
+35
760
$15K ﹤0.01%
309
-43
761
$15K ﹤0.01%
160
-3
762
$15K ﹤0.01%
679
-53
763
$15K ﹤0.01%
469
+56
764
$15K ﹤0.01%
38
+7
765
$15K ﹤0.01%
238
-11
766
$15K ﹤0.01%
1,041
+212
767
$15K ﹤0.01%
675
+500
768
$15K ﹤0.01%
563
769
$15K ﹤0.01%
443
770
$15K ﹤0.01%
110
+3
771
$15K ﹤0.01%
956
+78
772
$15K ﹤0.01%
314
-32
773
$15K ﹤0.01%
469
-14
774
$14K ﹤0.01%
292
775
$14K ﹤0.01%
613
-1
29 30
31
32 33