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
1126
$5K ﹤0.01%
1,213
+512
1127
$5K ﹤0.01%
86
-1
1128
$5K ﹤0.01%
98
+4
1129
$5K ﹤0.01%
55
1130
$5K ﹤0.01%
235
+1
1131
$5K ﹤0.01%
51
1132
$5K ﹤0.01%
1,150
1133
$5K ﹤0.01%
35
1134
$5K ﹤0.01%
227
+10
1135
$5K ﹤0.01%
91
1136
$5K ﹤0.01%
35
+9
1137
$5K ﹤0.01%
138
1138
$5K ﹤0.01%
61
1139
$5K ﹤0.01%
263
+11
1140
$5K ﹤0.01%
511
+7
1141
$5K ﹤0.01%
399
1142
$5K ﹤0.01%
107
1143
$5K ﹤0.01%
84
+6
1144
$5K ﹤0.01%
149
+31
1145
$5K ﹤0.01%
141
-1
1146
$5K ﹤0.01%
+34
1147
$5K ﹤0.01%
72
+18
1148
$5K ﹤0.01%
187
+133
1149
$5K ﹤0.01%
161
+1
1150
$5K ﹤0.01%
137
+114
44 45
46
47 48