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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
1226
$6K ﹤0.01%
166
+1
1227
$6K ﹤0.01%
627
1228
$6K ﹤0.01%
242
+59
1229
$6K ﹤0.01%
656
+10
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$6K ﹤0.01%
509
1231
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205
-28
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-4
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+29
1234
$6K ﹤0.01%
25
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27
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1236
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1237
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-3
1238
$6K ﹤0.01%
138
1239
$6K ﹤0.01%
177
+1
1240
$6K ﹤0.01%
180
1241
$6K ﹤0.01%
535
+24
1242
$6K ﹤0.01%
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1243
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326
1244
$6K ﹤0.01%
149
1245
$6K ﹤0.01%
67
-5
1246
$6K ﹤0.01%
38
1247
$6K ﹤0.01%
116
1248
$5K ﹤0.01%
118
1249
$5K ﹤0.01%
144
1250
$5K ﹤0.01%
125
-1
48 49
50
51 52