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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
1201
$6K ﹤0.01%
153
1202
$6K ﹤0.01%
56
1203
$6K ﹤0.01%
91
+2
1204
$6K ﹤0.01%
20
-19
1205
$6K ﹤0.01%
68
-6
1206
$6K ﹤0.01%
49
1207
$6K ﹤0.01%
327
1208
$6K ﹤0.01%
522
+83
1209
$6K ﹤0.01%
302
+2
1210
$6K ﹤0.01%
380
+4
1211
$6K ﹤0.01%
47
+1
1212
$6K ﹤0.01%
48
-4
1213
$6K ﹤0.01%
46
-57
1214
$6K ﹤0.01%
129
+21
1215
$6K ﹤0.01%
316
+53
1216
$6K ﹤0.01%
159
+1
1217
$6K ﹤0.01%
64
-18
1218
$6K ﹤0.01%
34
1219
$6K ﹤0.01%
393
1220
$6K ﹤0.01%
110
1221
$6K ﹤0.01%
476
+4
1222
$6K ﹤0.01%
112
-457
1223
$6K ﹤0.01%
117
+7
1224
$6K ﹤0.01%
127
1225
$6K ﹤0.01%
168
47 48
49
50 51