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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.29M
3
+$4.11M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.74M

Top Sells

1
+$6.53M
2
+$2.93M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2M
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 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$6K ﹤0.01%
25
+11
1202
$6K ﹤0.01%
27
+3
1203
$6K ﹤0.01%
135
1204
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-3
1205
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1206
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+1
1207
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535
+24
1208
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1209
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1210
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1211
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-5
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+1
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64
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1214
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1215
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1216
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1217
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1218
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1219
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+2
1220
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-19
1221
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68
-6
1222
$6K ﹤0.01%
49
1223
$6K ﹤0.01%
327
1224
$6K ﹤0.01%
522
+83
1225
$6K ﹤0.01%
302
+2
47 48
49
50 51