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
1001
$11K ﹤0.01%
125
1002
$11K ﹤0.01%
246
+132
1003
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188
+57
1004
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259
1005
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1006
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91
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1007
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1008
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+50
1009
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-7
1010
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419
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1011
$11K ﹤0.01%
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1012
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677
1013
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683
-53
1014
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1015
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131
-1
1016
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+167
1017
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+427
1018
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154
1019
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614
+120
1020
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466
+11
1021
$10K ﹤0.01%
170
+15
1022
$10K ﹤0.01%
6
1023
$10K ﹤0.01%
279
1024
$10K ﹤0.01%
152
1025
$10K ﹤0.01%
364
-133
39 40
41
42 43