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
826
$18K ﹤0.01%
174
827
$18K ﹤0.01%
73
-72
828
$18K ﹤0.01%
177
829
$18K ﹤0.01%
209
830
$18K ﹤0.01%
142
+32
831
$18K ﹤0.01%
+6,250
832
$17K ﹤0.01%
120
833
$17K ﹤0.01%
+51
834
$17K ﹤0.01%
1,242
+3
835
$17K ﹤0.01%
350
-231
836
$17K ﹤0.01%
918
-38
837
$17K ﹤0.01%
201
+159
838
$17K ﹤0.01%
+147
839
$17K ﹤0.01%
311
840
$17K ﹤0.01%
587
+25
841
$17K ﹤0.01%
389
-9
842
$17K ﹤0.01%
237
+13
843
$17K ﹤0.01%
1,212
844
$17K ﹤0.01%
295
+235
845
$17K ﹤0.01%
263
+55
846
$17K ﹤0.01%
322
847
$17K ﹤0.01%
207
848
$17K ﹤0.01%
243
-7
849
$17K ﹤0.01%
277
+19
850
$17K ﹤0.01%
731
+56
32 33
34
35 36