BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
This Quarter Return
-0.29%
1 Year Return
+30.04%
3 Year Return
+48.21%
5 Year Return
–
10 Year Return
–
AUM
$636M
AUM Growth
+$7.43M
Cap. Flow
+$11.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
50.87%
Holding
2,331
New
285
Increased
1,206
Reduced
324
Closed
88

Top Buys

1
$9.55M
2
$8.43M
3
$7.22M
4
$4.94M
5
$2.6M

Top Sells

1
$28.1M
2
$20.7M
3
$4.21M
4
$2.86M
5
$1.98M

Sector Composition

1Technology10.36%
2Financials7.39%
3Consumer Discretionary5.62%
4Healthcare4.89%
5Communication Services3.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$36K0.01% 188
+15
+9%
+$2.87K
$36K0.01% 1,785
+434
+32%
+$8.75K
$36K0.01% 172
+8
+5%
+$1.67K
$36K0.01% 325
+166
+104%
+$18.4K
$36K0.01% 306
+136
+80%
+$16K
$36K0.01% 251
+116
+86%
+$16.6K
$36K0.01% 607
+181
+42%
+$10.7K
$36K0.01% 1,138
+430
+61%
+$13.6K
$36K0.01% 669
+47
+8%
+$2.53K
$35K0.01% 230
+134
+140%
+$20.4K
$35K0.01% 483
+4
+0.8%
+$290
$35K0.01% 286
+9
+3%
+$1.1K
$35K0.01% 774
-674
-47%
-$30.5K
$34K0.01% 921
+12
+1%
+$443
$34K0.01% 1,711
+1,498
+703%
+$29.8K
$34K0.01% 1,849
+684
+59%
+$12.6K
$34K0.01% 461
-327
-42%
-$24.1K
$34K0.01% 176
+52
+42%
+$10K
$34K0.01% 801
+511
+176%
+$21.7K
$34K0.01% 221
+49
+28%
+$7.54K
$34K0.01% 1,963
+712
+57%
+$12.3K
$34K0.01% 3,799
+288
+8%
+$2.58K
$34K0.01% 1,240
+576
+87%
+$15.8K
$34K0.01% 454
-3,350
-88%
-$251K
$34K0.01% 626
+4
+0.6%
+$217
1 313233343594