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
951
$9K ﹤0.01%
103
+33
952
$9K ﹤0.01%
826
+31
953
$9K ﹤0.01%
60
+39
954
$9K ﹤0.01%
297
-27
955
$9K ﹤0.01%
152
+50
956
$9K ﹤0.01%
2,524
957
$9K ﹤0.01%
121
958
$9K ﹤0.01%
108
959
$9K ﹤0.01%
136
+46
960
$9K ﹤0.01%
74
961
$9K ﹤0.01%
393
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962
$9K ﹤0.01%
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963
$9K ﹤0.01%
284
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964
$9K ﹤0.01%
193
965
$9K ﹤0.01%
56
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966
$9K ﹤0.01%
259
967
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224
968
$9K ﹤0.01%
750
969
$9K ﹤0.01%
319
970
$9K ﹤0.01%
1,726
971
$9K ﹤0.01%
17
972
$9K ﹤0.01%
859
973
$9K ﹤0.01%
133
974
$9K ﹤0.01%
3,160
975
$9K ﹤0.01%
484
37 38
39
40 41