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

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
$31K﹤0.01% 200
-123
-38%
-$19.1K
$31K﹤0.01% 660
+193
+41%
+$9.07K
$31K﹤0.01% 328
$31K﹤0.01% 1,953
-26
-1%
-$413
$31K﹤0.01% 136
$30K﹤0.01% 782
+134
+21%
+$5.14K
$30K﹤0.01% 570
+213
+60%
+$11.2K
$30K﹤0.01% 2,141
+407
+23%
+$5.7K
$30K﹤0.01% 509
+94
+23%
+$5.54K
$30K﹤0.01% 517
+324
+168%
+$18.8K
$30K﹤0.01%
+1,615
New
+$30K
$30K﹤0.01% 912
-2
-0.2%
-$66
$30K﹤0.01% 1,206
+122
+11%
+$3.04K
$30K﹤0.01% 4,633
+1,897
+69%
+$12.3K
$29K﹤0.01% 708
-610
-46%
-$25K
$29K﹤0.01% 323
+32
+11%
+$2.87K
$29K﹤0.01% 1,023
+166
+19%
+$4.71K
$29K﹤0.01% 795
+317
+66%
+$11.6K
$29K﹤0.01% 755
+67
+10%
+$2.57K
$29K﹤0.01% 525
+76
+17%
+$4.2K
$29K﹤0.01% 1,561
$29K﹤0.01% 491
-1
-0.2%
-$59
$29K﹤0.01% 765
+698
+1,042%
+$26.5K
$29K﹤0.01% 209
+17
+9%
+$2.36K
$29K﹤0.01% 340
-546
-62%
-$46.6K