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
1201
$4K ﹤0.01%
+76
1202
$4K ﹤0.01%
218
1203
$4K ﹤0.01%
192
+105
1204
$4K ﹤0.01%
97
1205
$4K ﹤0.01%
205
-49
1206
$4K ﹤0.01%
40
1207
$4K ﹤0.01%
135
+1
1208
$4K ﹤0.01%
159
+51
1209
$4K ﹤0.01%
147
-451
1210
$4K ﹤0.01%
43
+7
1211
$4K ﹤0.01%
118
1212
$4K ﹤0.01%
59
1213
$4K ﹤0.01%
+44
1214
$4K ﹤0.01%
116
+12
1215
$4K ﹤0.01%
31
+2
1216
$4K ﹤0.01%
22
+3
1217
$4K ﹤0.01%
44
-11
1218
$4K ﹤0.01%
91
1219
$4K ﹤0.01%
267
+18
1220
$4K ﹤0.01%
309
1221
$4K ﹤0.01%
216
1222
$4K ﹤0.01%
563
+43
1223
$4K ﹤0.01%
86
1224
$4K ﹤0.01%
96
1225
$4K ﹤0.01%
56
47 48
49
50 51