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
876
$11K ﹤0.01%
+250
877
$11K ﹤0.01%
180
+163
878
$11K ﹤0.01%
+535
879
$11K ﹤0.01%
163
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880
$11K ﹤0.01%
1,203
+946
881
$11K ﹤0.01%
72
882
$11K ﹤0.01%
173
-35
883
$11K ﹤0.01%
119
884
$11K ﹤0.01%
169
885
$11K ﹤0.01%
74
886
$11K ﹤0.01%
200
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887
$11K ﹤0.01%
42
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888
$11K ﹤0.01%
1,027
-151
889
$11K ﹤0.01%
149
+17
890
$11K ﹤0.01%
307
891
$11K ﹤0.01%
85
892
$11K ﹤0.01%
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125
894
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895
$11K ﹤0.01%
309
896
$11K ﹤0.01%
610
897
$11K ﹤0.01%
439
898
$11K ﹤0.01%
195
899
$11K ﹤0.01%
654
+187
900
$11K ﹤0.01%
78
+11
34 35
36
37 38