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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$6.24M
3 +$4.32M
4
AMZN icon
Amazon
AMZN
+$2.79M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.69M

Top Sells

1 +$6.35M
2 +$2.99M
3 +$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.99M
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 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$9K ﹤0.01%
17
1077
$9K ﹤0.01%
364
1078
$9K ﹤0.01%
167
1079
$9K ﹤0.01%
970
+12
1080
$9K ﹤0.01%
221
1081
$9K ﹤0.01%
51
1082
$9K ﹤0.01%
218
+8
1083
$9K ﹤0.01%
68
1084
$8K ﹤0.01%
269
+22
1085
$8K ﹤0.01%
296
+79
1086
$8K ﹤0.01%
859
1087
$8K ﹤0.01%
225
1088
$8K ﹤0.01%
133
1089
$8K ﹤0.01%
123
1090
$8K ﹤0.01%
249
1091
$8K ﹤0.01%
138
1092
$8K ﹤0.01%
165
-1
1093
$8K ﹤0.01%
+109
1094
$8K ﹤0.01%
84
1095
$8K ﹤0.01%
228
+131
1096
$8K ﹤0.01%
110
+15
1097
$8K ﹤0.01%
109
1098
$8K ﹤0.01%
+536
1099
$8K ﹤0.01%
1,250
+100
1100
$8K ﹤0.01%
360