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
$34K0.01% 694
+4
+0.6%
+$196
$34K0.01% 196
+90
+85%
+$15.6K
$33K0.01% 1,758
+1,705
+3,217%
+$32K
$33K0.01% 359
+245
+215%
+$22.5K
$33K0.01% 147
+70
+91%
+$15.7K
$33K0.01% 1,035
+206
+25%
+$6.57K
$33K0.01% 1,493
+200
+15%
+$4.42K
$33K0.01% 920
+817
+793%
+$29.3K
$33K0.01% 611
-27
-4%
-$1.46K
$33K0.01% 1,024
+347
+51%
+$11.2K
$33K0.01% 1,576
+15
+1%
+$314
$32K0.01% 2,038
+1,227
+151%
+$19.3K
$32K0.01% 741
+215
+41%
+$9.29K
$32K0.01% 358
+114
+47%
+$10.2K
$32K0.01% 326
+1
+0.3%
+$98
$32K0.01% 530
+122
+30%
+$7.37K
$32K0.01% 984
+141
+17%
+$4.59K
$32K0.01% 2,224
+769
+53%
+$11.1K
$32K0.01% 462
-8
-2%
-$554
$32K0.01% 595
+154
+35%
+$8.28K
$32K0.01% 3,287––
$32K0.01% 527
-171
-25%
-$10.4K
$31K﹤0.01% 3,075
+294
+11%
+$2.96K
$31K﹤0.01% 190
-1
-0.5%
-$163
$31K﹤0.01% 98
+46
+88%
+$14.6K
1 323334353694