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
751
$22K ﹤0.01%
144
+11
752
$22K ﹤0.01%
381
+4
753
$22K ﹤0.01%
1,928
+923
754
$22K ﹤0.01%
1,561
755
$22K ﹤0.01%
491
+184
756
$22K ﹤0.01%
102
+67
757
$22K ﹤0.01%
250
+21
758
$21K ﹤0.01%
118
-10
759
$21K ﹤0.01%
73
760
$21K ﹤0.01%
132
+11
761
$21K ﹤0.01%
118
+10
762
$21K ﹤0.01%
492
763
$21K ﹤0.01%
244
+1
764
$21K ﹤0.01%
463
765
$21K ﹤0.01%
199
766
$21K ﹤0.01%
+1,062
767
$21K ﹤0.01%
477
768
$21K ﹤0.01%
411
-120
769
$21K ﹤0.01%
469
770
$21K ﹤0.01%
119
-6
771
$21K ﹤0.01%
779
772
$21K ﹤0.01%
261
-78
773
$21K ﹤0.01%
694
-2
774
$21K ﹤0.01%
438
+85
775
$21K ﹤0.01%
94
+3
29 30
31
32 33