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
801
$14K ﹤0.01%
31
-50
802
$14K ﹤0.01%
331
803
$14K ﹤0.01%
109
+7
804
$14K ﹤0.01%
973
+1
805
$14K ﹤0.01%
1,127
-10
806
$14K ﹤0.01%
505
807
$13K ﹤0.01%
1,239
+115
808
$13K ﹤0.01%
465
+190
809
$13K ﹤0.01%
278
+1
810
$13K ﹤0.01%
6
811
$13K ﹤0.01%
27
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812
$13K ﹤0.01%
58
-11
813
$13K ﹤0.01%
104
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814
$13K ﹤0.01%
113
+15
815
$13K ﹤0.01%
1,248
816
$13K ﹤0.01%
105
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$13K ﹤0.01%
300
+1
818
$13K ﹤0.01%
85
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819
$13K ﹤0.01%
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+28
820
$13K ﹤0.01%
52
821
$13K ﹤0.01%
567
-28
822
$13K ﹤0.01%
288
823
$13K ﹤0.01%
145
+28
824
$13K ﹤0.01%
69
+10
825
$13K ﹤0.01%
1,173
31 32
33
34 35