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
926
$14K ﹤0.01%
12
+7
927
$14K ﹤0.01%
197
+141
928
$14K ﹤0.01%
1,173
929
$14K ﹤0.01%
186
+70
930
$14K ﹤0.01%
387
+1
931
$14K ﹤0.01%
316
+249
932
$14K ﹤0.01%
4,462
+716
933
$14K ﹤0.01%
141
+7
934
$13K ﹤0.01%
172
-11
935
$13K ﹤0.01%
+99
936
$13K ﹤0.01%
717
-26
937
$13K ﹤0.01%
1,122
+56
938
$13K ﹤0.01%
180
939
$13K ﹤0.01%
574
940
$13K ﹤0.01%
104
+39
941
$13K ﹤0.01%
276
+1
942
$13K ﹤0.01%
76
943
$13K ﹤0.01%
497
944
$13K ﹤0.01%
97
945
$13K ﹤0.01%
+50
946
$13K ﹤0.01%
69
947
$13K ﹤0.01%
101
+18
948
$13K ﹤0.01%
103
949
$13K ﹤0.01%
82
+4
950
$13K ﹤0.01%
309
+1
36 37
38
39 40