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
776
$14K ﹤0.01%
321
+1
777
$14K ﹤0.01%
+187
778
$14K ﹤0.01%
183
779
$14K ﹤0.01%
387
+41
780
$14K ﹤0.01%
378
781
$14K ﹤0.01%
530
782
$14K ﹤0.01%
497
+203
783
$14K ﹤0.01%
1,242
+1
784
$14K ﹤0.01%
160
+46
785
$14K ﹤0.01%
311
786
$14K ﹤0.01%
309
+33
787
$14K ﹤0.01%
320
-15
788
$14K ﹤0.01%
117
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789
$14K ﹤0.01%
14
+3
790
$14K ﹤0.01%
268
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791
$14K ﹤0.01%
224
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792
$14K ﹤0.01%
604
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793
$14K ﹤0.01%
336
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794
$14K ﹤0.01%
106
+1
795
$14K ﹤0.01%
292
796
$14K ﹤0.01%
103
797
$14K ﹤0.01%
984
798
$14K ﹤0.01%
250
799
$14K ﹤0.01%
308
+19
800
$14K ﹤0.01%
130
30 31
32
33 34