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
976
$12K ﹤0.01%
416
+1
977
$12K ﹤0.01%
913
978
$12K ﹤0.01%
43
+2
979
$12K ﹤0.01%
104
980
$12K ﹤0.01%
526
-19
981
$12K ﹤0.01%
104
-7
982
$12K ﹤0.01%
2,581
-579
983
$12K ﹤0.01%
405
-1
984
$12K ﹤0.01%
+72
985
$12K ﹤0.01%
900
986
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91
-2
987
$12K ﹤0.01%
56
988
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210
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989
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969
+320
990
$12K ﹤0.01%
716
991
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237
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992
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106
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993
$12K ﹤0.01%
465
994
$11K ﹤0.01%
114
-46
995
$11K ﹤0.01%
+494
996
$11K ﹤0.01%
173
997
$11K ﹤0.01%
169
998
$11K ﹤0.01%
71
-3
999
$11K ﹤0.01%
151
+2
1000
$11K ﹤0.01%
214
-240
38 39
40
41 42