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
876
$16K ﹤0.01%
896
+54
877
$16K ﹤0.01%
+189
878
$16K ﹤0.01%
211
879
$16K ﹤0.01%
290
880
$16K ﹤0.01%
51
+14
881
$16K ﹤0.01%
93
+90
882
$15K ﹤0.01%
+165
883
$15K ﹤0.01%
322
+1
884
$15K ﹤0.01%
110
+40
885
$15K ﹤0.01%
+1,041
886
$15K ﹤0.01%
1,563
887
$15K ﹤0.01%
530
888
$15K ﹤0.01%
436
889
$15K ﹤0.01%
250
890
$15K ﹤0.01%
42
-2
891
$15K ﹤0.01%
58
892
$15K ﹤0.01%
+148
893
$15K ﹤0.01%
344
-1,630
894
$15K ﹤0.01%
936
+113
895
$15K ﹤0.01%
73
+3
896
$15K ﹤0.01%
309
897
$15K ﹤0.01%
194
-6
898
$15K ﹤0.01%
929
+813
899
$15K ﹤0.01%
149
+4
900
$15K ﹤0.01%
335
-1
34 35
36
37 38