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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$8.53M
2
+$3.05M
3
+$1.84M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.18M

Top Sells

1
+$1.54M
2
+$1.41M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$867K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$807K

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
1001
$8K ﹤0.01%
209
1002
$8K ﹤0.01%
210
+8
1003
$8K ﹤0.01%
1,165
+2
1004
$8K ﹤0.01%
82
-4
1005
$8K ﹤0.01%
90
1006
$8K ﹤0.01%
224
1007
$8K ﹤0.01%
1,251
1008
$8K ﹤0.01%
497
1009
$8K ﹤0.01%
35
1010
$8K ﹤0.01%
228
1011
$8K ﹤0.01%
33
1012
$8K ﹤0.01%
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1013
$8K ﹤0.01%
432
-5
1014
$8K ﹤0.01%
221
1015
$8K ﹤0.01%
68
1016
$8K ﹤0.01%
190
-51
1017
$8K ﹤0.01%
78
-2
1018
$8K ﹤0.01%
108
1019
$8K ﹤0.01%
70
1020
$8K ﹤0.01%
92
+83
1021
$8K ﹤0.01%
40
1022
$8K ﹤0.01%
302
-193
1023
$8K ﹤0.01%
225
-200
1024
$8K ﹤0.01%
236
+36
1025
$8K ﹤0.01%
46
+41
39 40
41
42 43