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
$628M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,129
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$19.6M
3 +$9.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.4M
5
VV icon
Vanguard Large-Cap ETF
VV
+$5.04M

Sector Composition

1 Technology 8.64%
2 Financials 5.2%
3 Consumer Discretionary 5.18%
4 Healthcare 3.86%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RGA icon
951
Reinsurance Group of America
RGA
$12.3B
$18K ﹤0.01%
159
+110
SAGE
952
DELISTED
Sage Therapeutics
SAGE
$18K ﹤0.01%
332
SSD icon
953
Simpson Manufacturing
SSD
$7.06B
$18K ﹤0.01%
170
-7
STIM icon
954
Neuronetics
STIM
$188M
$18K ﹤0.01%
1,173
UPWK icon
955
Upwork
UPWK
$2.17B
$18K ﹤0.01%
320
+4
UTHR icon
956
United Therapeutics
UTHR
$19.3B
$18K ﹤0.01%
103
+21
AIMC
957
DELISTED
Altra Industrial Motion Corp
AIMC
$18K ﹤0.01%
290
COUP
958
DELISTED
Coupa Software Incorporated
COUP
$18K ﹤0.01%
69
-7
ABMD
959
DELISTED
Abiomed Inc
ABMD
$18K ﹤0.01%
58
+7
ANAT
960
DELISTED
American National Group, Inc. Common Stock
ANAT
$18K ﹤0.01%
124
+16
DT icon
961
Dynatrace
DT
$14.3B
$17K ﹤0.01%
294
+263
ERIC icon
962
Ericsson
ERIC
$32.5B
$17K ﹤0.01%
1,421
+49
GBCI icon
963
Glacier Bancorp
GBCI
$5.45B
$17K ﹤0.01%
311
GLOB icon
964
Globant
GLOB
$2.65B
$17K ﹤0.01%
79
+68
L icon
965
Loews
L
$20.9B
$17K ﹤0.01%
326
+6
LAD icon
966
Lithia Motors
LAD
$7.23B
$17K ﹤0.01%
52
+49
MD icon
967
Pediatrix Medical
MD
$1.86B
$17K ﹤0.01%
567
RIG icon
968
Transocean
RIG
$4.3B
$17K ﹤0.01%
3,904
+3,542
RLGT icon
969
Radiant Logistics
RLGT
$292M
$17K ﹤0.01%
2,575
+2,320
SBGI icon
970
Sinclair Inc
SBGI
$949M
$17K ﹤0.01%
+534
SSNC icon
971
SS&C Technologies
SSNC
$20.9B
$17K ﹤0.01%
239
+1
STX icon
972
Seagate
STX
$58.9B
$17K ﹤0.01%
208
+22
WBS icon
973
Webster Financial
WBS
$9.43B
$17K ﹤0.01%
322
WIX icon
974
WIX.com
WIX
$7.77B
$17K ﹤0.01%
62
+19
WTFC icon
975
Wintrust Financial
WTFC
$8.69B
$17K ﹤0.01%
229
+18