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
851
$12K ﹤0.01%
100
852
$12K ﹤0.01%
1,005
+473
853
$12K ﹤0.01%
182
854
$12K ﹤0.01%
231
+117
855
$12K ﹤0.01%
208
+2
856
$12K ﹤0.01%
342
857
$12K ﹤0.01%
67
+3
858
$12K ﹤0.01%
307
-142
859
$12K ﹤0.01%
386
+51
860
$12K ﹤0.01%
913
861
$12K ﹤0.01%
211
862
$12K ﹤0.01%
104
863
$12K ﹤0.01%
+95
864
$12K ﹤0.01%
+314
865
$12K ﹤0.01%
716
866
$12K ﹤0.01%
48
867
$12K ﹤0.01%
93
-54
868
$11K ﹤0.01%
736
-79
869
$11K ﹤0.01%
300
+65
870
$11K ﹤0.01%
111
871
$11K ﹤0.01%
120
-62
872
$11K ﹤0.01%
1,101
873
$11K ﹤0.01%
743
874
$11K ﹤0.01%
1,066
875
$11K ﹤0.01%
436
+194
33 34
35
36 37