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
951
$13K ﹤0.01%
497
+195
952
$13K ﹤0.01%
31
953
$12K ﹤0.01%
246
954
$12K ﹤0.01%
556
+21
955
$12K ﹤0.01%
+914
956
$12K ﹤0.01%
1,203
957
$12K ﹤0.01%
692
+222
958
$12K ﹤0.01%
400
+32
959
$12K ﹤0.01%
609
+2
960
$12K ﹤0.01%
995
-32
961
$12K ﹤0.01%
222
+199
962
$12K ﹤0.01%
11
-3
963
$12K ﹤0.01%
484
964
$12K ﹤0.01%
100
965
$12K ﹤0.01%
578
-18
966
$12K ﹤0.01%
486
+56
967
$12K ﹤0.01%
1,788
968
$12K ﹤0.01%
73
+1
969
$12K ﹤0.01%
221
970
$12K ﹤0.01%
309
971
$12K ﹤0.01%
+114
972
$12K ﹤0.01%
338
-4
973
$12K ﹤0.01%
225
+1
974
$12K ﹤0.01%
439
975
$12K ﹤0.01%
490
37 38
39
40 41