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
1026
$10K ﹤0.01%
62
+7
1027
$10K ﹤0.01%
+132
1028
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164
+1
1029
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181
1030
$10K ﹤0.01%
1,062
+179
1031
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288
1032
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346
+92
1033
$10K ﹤0.01%
2,603
+79
1034
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200
1035
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+42
1036
$10K ﹤0.01%
108
1037
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197
1038
$10K ﹤0.01%
75
+18
1039
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108
1040
$10K ﹤0.01%
+210
1041
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219
1042
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484
1043
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69
1044
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42
1045
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145
1046
$9K ﹤0.01%
82
1047
$9K ﹤0.01%
223
1048
$9K ﹤0.01%
+74
1049
$9K ﹤0.01%
992
1050
$9K ﹤0.01%
460
40 41
42
43 44