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
776
$21K ﹤0.01%
1,006
+2
777
$21K ﹤0.01%
923
+244
778
$21K ﹤0.01%
106
-26
779
$21K ﹤0.01%
376
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780
$21K ﹤0.01%
347
781
$21K ﹤0.01%
142
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782
$21K ﹤0.01%
167
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783
$21K ﹤0.01%
363
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784
$20K ﹤0.01%
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785
$20K ﹤0.01%
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786
$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
100
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789
$20K ﹤0.01%
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790
$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
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793
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$20K ﹤0.01%
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795
$20K ﹤0.01%
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-17
796
$20K ﹤0.01%
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797
$20K ﹤0.01%
286
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798
$20K ﹤0.01%
395
799
$20K ﹤0.01%
292
800
$20K ﹤0.01%
117
+25
30 31
32
33 34