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
$29K﹤0.01% 428
+291
+212%
+$19.7K
$29K﹤0.01% 1,267
+498
+65%
+$11.4K
$29K﹤0.01% 2,629––
$28K﹤0.01%
+437
 New
+$28K
$28K﹤0.01% 325
-22
-6%
-$1.9K
$28K﹤0.01% 407
+113
+38%
+$7.77K
$28K﹤0.01% 516
+74
+17%
+$4.02K
$28K﹤0.01% 286
+9
+3%
+$881
$28K﹤0.01% 601
+85
+16%
+$3.96K
$28K﹤0.01% 215
+66
+44%
+$8.6K
$27K﹤0.01% 251
+46
+22%
+$4.95K
$27K﹤0.01% 157
+24
+18%
+$4.13K
$27K﹤0.01% 169
+1
+0.6%
+$160
$27K﹤0.01% 660
+42
+7%
+$1.72K
$27K﹤0.01% 23
+12
+109%
+$14.1K
$27K﹤0.01%
+1,088
 New
+$27K
$27K﹤0.01% 1,847
+767
+71%
+$11.2K
$27K﹤0.01% 829
-10
-1%
-$326
$27K﹤0.01% 2,295
+1,327
+137%
+$15.6K
$27K﹤0.01% 2,217
+739
+50%
+$9K
$26K﹤0.01% 504
+258
+105%
+$13.3K
$26K﹤0.01% 439
+4
+0.9%
+$237
$26K﹤0.01% 504
-125
-20%
-$6.45K
$26K﹤0.01% 397
+48
+14%
+$3.14K
$26K﹤0.01% 128
+57
+80%
+$11.6K
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