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
1051
$9K ﹤0.01%
296
+2
1052
$9K ﹤0.01%
42
1053
$9K ﹤0.01%
150
-8
1054
$9K ﹤0.01%
100
1055
$9K ﹤0.01%
370
+58
1056
$9K ﹤0.01%
59
+11
1057
$9K ﹤0.01%
128
+10
1058
$9K ﹤0.01%
89
-16
1059
$9K ﹤0.01%
209
1060
$9K ﹤0.01%
218
+8
1061
$9K ﹤0.01%
87
1062
$9K ﹤0.01%
288
-9
1063
$9K ﹤0.01%
157
+5
1064
$9K ﹤0.01%
103
+23
1065
$9K ﹤0.01%
51
+29
1066
$9K ﹤0.01%
+140
1067
$9K ﹤0.01%
250
+22
1068
$9K ﹤0.01%
187
1069
$9K ﹤0.01%
351
-78
1070
$9K ﹤0.01%
121
1071
$9K ﹤0.01%
193
1072
$9K ﹤0.01%
85
1073
$9K ﹤0.01%
349
-83
1074
$9K ﹤0.01%
193
1075
$9K ﹤0.01%
68
41 42
43
44 45