We are live on ! Find out more
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
$636M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,331
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.67M
3
+$7.65M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$5.07M
5
MSFT icon
Microsoft
MSFT
+$2.68M

Top Sells

1
+$29.9M
2
+$20.9M
3
+$4.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.88M

Sector Composition

1 Technology 10.36%
2 Financials 7.39%
3 Consumer Discretionary 5.62%
4 Healthcare 4.92%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBKR icon
1151
Interactive Brokers
IBKR
$42.8B
$11K ﹤0.01%
740
+536
IHG icon
1152
InterContinental Hotels
IHG
$25.4B
$11K ﹤0.01%
178
-38
INSP icon
1153
Inspire Medical Systems
INSP
$1.23B
$11K ﹤0.01%
51
-27
KNSL icon
1154
Kinsale Capital Group
KNSL
$7.12B
$11K ﹤0.01%
72
+43
MFA
1155
MFA Financial
MFA
$968M
$11K ﹤0.01%
655
+515
NAT icon
1156
Nordic American Tanker
NAT
$1.24B
$11K ﹤0.01%
+4,586
NVCR icon
1157
NovoCure
NVCR
$1.65B
$11K ﹤0.01%
95
-216
OM icon
1158
Outset Medical
OM
$93.6M
$11K ﹤0.01%
+15
ONEQ icon
1159
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$11K ﹤0.01%
200
RVSB icon
1160
Riverview Bancorp
RVSB
$118M
$11K ﹤0.01%
1,551
-237
SAGE
1161
DELISTED
Sage Therapeutics
SAGE
$11K ﹤0.01%
261
-71
SLGN icon
1162
Silgan Holdings
SLGN
$4.4B
$11K ﹤0.01%
309
TALO icon
1163
Talos Energy
TALO
$2.3B
$11K ﹤0.01%
859
+680
UBSI icon
1164
United Bankshares
UBSI
$6.12B
$11K ﹤0.01%
312
+65
VLY icon
1165
Valley National Bancorp
VLY
$7.81B
$11K ﹤0.01%
858
+379
WIX icon
1166
WIX.com
WIX
$1.78B
$11K ﹤0.01%
62
NKLA
1167
DELISTED
Nikola Corporation Common Stock
NKLA
$11K ﹤0.01%
37
+6
ARNC
1168
DELISTED
Arconic Corporation
ARNC
$11K ﹤0.01%
364
UNVR
1169
DELISTED
Univar Solutions Inc.
UNVR
$11K ﹤0.01%
494
CS
1170
DELISTED
Credit Suisse Group
CS
$11K ﹤0.01%
1,203
+30
IAA
1171
DELISTED
IAA, Inc. Common Stock
IAA
$11K ﹤0.01%
211
+26
CHNG
1172
DELISTED
Change Healthcare Inc. Common Stock
CHNG
$11K ﹤0.01%
528
+409
COHR
1173
DELISTED
Coherent Inc
COHR
$11K ﹤0.01%
44
+2
MRLN
1174
DELISTED
Marlin Business Services Corp
MRLN
$11K ﹤0.01%
509
BBL
1175
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$11K ﹤0.01%
222
+8
45 46
47
48 49