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
826
$13K ﹤0.01%
+3,723
827
$13K ﹤0.01%
585
828
$13K ﹤0.01%
490
829
$13K ﹤0.01%
842
+401
830
$13K ﹤0.01%
322
831
$13K ﹤0.01%
258
832
$13K ﹤0.01%
111
833
$13K ﹤0.01%
134
+50
834
$13K ﹤0.01%
307
835
$13K ﹤0.01%
669
+21
836
$13K ﹤0.01%
103
-3
837
$13K ﹤0.01%
679
-154
838
$13K ﹤0.01%
39
+24
839
$13K ﹤0.01%
100
840
$13K ﹤0.01%
79
841
$13K ﹤0.01%
1,561
842
$12K ﹤0.01%
200
-300
843
$12K ﹤0.01%
1,563
844
$12K ﹤0.01%
747
+28
845
$12K ﹤0.01%
998
846
$12K ﹤0.01%
823
+86
847
$12K ﹤0.01%
775
-30
848
$12K ﹤0.01%
76
849
$12K ﹤0.01%
166
+26
850
$12K ﹤0.01%
172
+79
32 33
34
35 36