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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
1126
$8K ﹤0.01%
231
1127
$8K ﹤0.01%
430
+4
1128
$8K ﹤0.01%
40
1129
$8K ﹤0.01%
310
+2
1130
$8K ﹤0.01%
269
+22
1131
$8K ﹤0.01%
296
+79
1132
$8K ﹤0.01%
225
1133
$8K ﹤0.01%
133
1134
$8K ﹤0.01%
123
1135
$8K ﹤0.01%
88
1136
$8K ﹤0.01%
104
1137
$7K ﹤0.01%
189
-118
1138
$7K ﹤0.01%
185
1139
$7K ﹤0.01%
379
+116
1140
$7K ﹤0.01%
62
+42
1141
$7K ﹤0.01%
1,360
+147
1142
$7K ﹤0.01%
165
+79
1143
$7K ﹤0.01%
39
+19
1144
$7K ﹤0.01%
826
1145
$7K ﹤0.01%
765
+99
1146
$7K ﹤0.01%
204
+17
1147
$7K ﹤0.01%
161
1148
$7K ﹤0.01%
1,169
+4
1149
$7K ﹤0.01%
159
1150
$7K ﹤0.01%
61
+17
44 45
46
47 48