BCA
Berman Capital Advisors Portfolio holdings
AUM
$636M
1-Year Est. Return
30.04%
1 Year Est. Return
+30.04%
AUM
$636M
AUM Growth
+$7.43M
(+1.2%)
Holding
2,331
Top Buys
| 1 | +$9.55M | |
| 2 | +$8.43M | |
| 3 | +$7.22M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$4.94M |
| 5 |
Microsoft
MSFT
|
+$2.6M |
Top Sells
| 1 | +$28.1M | |
| 2 | +$20.7M | |
| 3 | +$4.21M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.98M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.83M |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Financials | 7.39% |
| 3 | Consumer Discretionary | 5.62% |
| 4 | Healthcare | 4.92% |
| 5 | Communication Services | 3.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Eli Lilly
LLY
$772B
| $956K | 0.15% |
4,142
+482
|
|
||
|
XYZ
77
Block Inc
XYZ
$46.3B
| $953K | 0.15% |
3,980
+954
|
|
||
78
Honeywell
HON
$128B
| $928K | 0.15% |
4,373
+682
|
|
||
79
DocuSign
DOCU
$14.7B
| $906K | 0.14% |
3,523
+42
|
|
||
80
CrowdStrike
CRWD
$136B
| $890K | 0.14% |
3,627
+148
|
|
||
81
Intel
INTC
$191B
| $886K | 0.14% |
16,646
+5,523
|
|
||
82
Walmart
WMT
$807B
| $869K | 0.14% |
18,714
+5,217
|
|
||
83
Palantir
PLTR
$476B
| $850K | 0.13% |
35,421
+12,020
|
|
||
84
AbbVie
ABBV
$385B
| $847K | 0.13% |
7,861
+1,004
|
|
||
85
Cloudflare
NET
$88.7B
| $842K | 0.13% |
7,483
+429
|
|
||
86
iShares Russell 3000 ETF
IWV
$17.5B
| $822K | 0.13% |
3,228
|
|
||
87
Oracle
ORCL
$749B
| $820K | 0.13% |
9,428
+1,040
|
|
||
88
Starbucks
SBUX
$91.9B
| $818K | 0.13% |
7,425
+498
|
|
||
89
Target
TGT
$42.1B
| $811K | 0.13% |
3,551
+292
|
|
||
90
Danaher
DHR
$152B
| $810K | 0.13% |
3,003
+768
|
|
||
91
Nike
NKE
$95.5B
| $804K | 0.13% |
5,537
+564
|
|
||
92
Snowflake
SNOW
$93.1B
| $784K | 0.12% |
2,597
-71
|
|
||
93
Automatic Data Processing
ADP
$105B
| $776K | 0.12% |
3,887
+328
|
|
||
94
Qualcomm
QCOM
$195B
| $763K | 0.12% |
5,922
+889
|
|
||
95
Broadcom
AVGO
$1.75T
| $749K | 0.12% |
15,450
+520
|
|
||
96
Intuitive Surgical
ISRG
$189B
| $743K | 0.12% |
2,247
+846
|
|
||
97
NextEra Energy
NEE
$170B
| $731K | 0.12% |
9,323
+1,876
|
|
||
98
Eaton
ETN
$149B
| $722K | 0.11% |
4,845
+479
|
|
||
99
Medtronic
MDT
$116B
| $712K | 0.11% |
5,686
+1,382
|
|
||
100
United Parcel Service
UPS
$81.7B
| $710K | 0.11% |
3,907
+153
|
|