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
926
$10K ﹤0.01%
+187
927
$10K ﹤0.01%
+200
928
$10K ﹤0.01%
225
+17
929
$10K ﹤0.01%
430
+108
930
$10K ﹤0.01%
87
+20
931
$10K ﹤0.01%
83
932
$10K ﹤0.01%
415
+39
933
$10K ﹤0.01%
41
934
$10K ﹤0.01%
3,746
-420
935
$10K ﹤0.01%
124
936
$10K ﹤0.01%
364
-31
937
$10K ﹤0.01%
167
+4
938
$10K ﹤0.01%
361
+163
939
$10K ﹤0.01%
148
940
$10K ﹤0.01%
145
+1
941
$9K ﹤0.01%
246
942
$9K ﹤0.01%
82
+81
943
$9K ﹤0.01%
49
944
$9K ﹤0.01%
70
+12
945
$9K ﹤0.01%
455
+73
946
$9K ﹤0.01%
68
+3
947
$9K ﹤0.01%
112
+46
948
$9K ﹤0.01%
55
+3
949
$9K ﹤0.01%
574
950
$9K ﹤0.01%
118
36 37
38
39 40