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
1051
$7K ﹤0.01%
57
1052
$7K ﹤0.01%
131
-22
1053
$7K ﹤0.01%
197
+1
1054
$7K ﹤0.01%
116
+42
1055
$7K ﹤0.01%
77
+3
1056
$7K ﹤0.01%
632
-800
1057
$7K ﹤0.01%
308
+15
1058
$7K ﹤0.01%
489
1059
$7K ﹤0.01%
226
+3
1060
$7K ﹤0.01%
783
+97
1061
$7K ﹤0.01%
88
1062
$7K ﹤0.01%
52
+23
1063
$7K ﹤0.01%
51
1064
$7K ﹤0.01%
56
-64
1065
$7K ﹤0.01%
84
+37
1066
$7K ﹤0.01%
87
1067
$7K ﹤0.01%
46
1068
$7K ﹤0.01%
360
-20
1069
$7K ﹤0.01%
108
1070
$6K ﹤0.01%
36
1071
$6K ﹤0.01%
36
+29
1072
$6K ﹤0.01%
755
1073
$6K ﹤0.01%
+68
1074
$6K ﹤0.01%
95
-90
1075
$6K ﹤0.01%
33
-2
41 42
43
44 45