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
976
$9K ﹤0.01%
900
-1,100
977
$9K ﹤0.01%
69
-26
978
$9K ﹤0.01%
416
+47
979
$9K ﹤0.01%
1,105
+720
980
$9K ﹤0.01%
221
981
$9K ﹤0.01%
677
982
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136
-40
983
$8K ﹤0.01%
692
-89
984
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166
+2
985
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992
986
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+28
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14
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988
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160
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989
$8K ﹤0.01%
16
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990
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48
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993
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$8K ﹤0.01%
1,165
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$8K ﹤0.01%
82
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$8K ﹤0.01%
90
997
$8K ﹤0.01%
224
998
$8K ﹤0.01%
1,251
999
$8K ﹤0.01%
497
1000
$8K ﹤0.01%
46
+41
38 39
40
41 42