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
801
$20K ﹤0.01%
1,114
+73
802
$20K ﹤0.01%
443
803
$20K ﹤0.01%
520
-646
804
$20K ﹤0.01%
266
805
$20K ﹤0.01%
277
-2
806
$20K ﹤0.01%
1,110
+99
807
$19K ﹤0.01%
700
808
$19K ﹤0.01%
152
+48
809
$19K ﹤0.01%
94
+91
810
$19K ﹤0.01%
386
+155
811
$19K ﹤0.01%
381
+12
812
$19K ﹤0.01%
71
813
$19K ﹤0.01%
+186
814
$19K ﹤0.01%
76
+13
815
$19K ﹤0.01%
848
-741
816
$18K ﹤0.01%
292
817
$18K ﹤0.01%
280
818
$18K ﹤0.01%
274
+4
819
$18K ﹤0.01%
+254
820
$18K ﹤0.01%
1,372
+130
821
$18K ﹤0.01%
680
-1
822
$18K ﹤0.01%
96
+24
823
$18K ﹤0.01%
465
-26
824
$18K ﹤0.01%
177
+123
825
$18K ﹤0.01%
122
+70
31 32
33
34 35