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
1151
$7K ﹤0.01%
87
1152
$7K ﹤0.01%
46
1153
$7K ﹤0.01%
170
1154
$7K ﹤0.01%
176
1155
$7K ﹤0.01%
39
+19
1156
$7K ﹤0.01%
826
1157
$7K ﹤0.01%
765
+99
1158
$7K ﹤0.01%
204
+17
1159
$7K ﹤0.01%
161
1160
$7K ﹤0.01%
1,169
+4
1161
$7K ﹤0.01%
61
+17
1162
$7K ﹤0.01%
189
-118
1163
$7K ﹤0.01%
107
1164
$7K ﹤0.01%
202
1165
$7K ﹤0.01%
104
+90
1166
$7K ﹤0.01%
55
+18
1167
$7K ﹤0.01%
56
+38
1168
$7K ﹤0.01%
523
+25
1169
$7K ﹤0.01%
234
1170
$7K ﹤0.01%
46
1171
$7K ﹤0.01%
32
1172
$7K ﹤0.01%
436
+1
1173
$7K ﹤0.01%
190
1174
$7K ﹤0.01%
151
1175
$7K ﹤0.01%
78