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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
$418M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,936
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$3.05M
3
+$1.84M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.18M

Top Sells

1
+$1.54M
2
+$1.41M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$867K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$807K

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
1251
$4K ﹤0.01%
41
+14
1252
$4K ﹤0.01%
60
1253
$4K ﹤0.01%
35
+13
1254
$4K ﹤0.01%
116
+12
1255
$4K ﹤0.01%
113
-766
1256
$4K ﹤0.01%
47
1257
$4K ﹤0.01%
205
-49
1258
$4K ﹤0.01%
163
1259
$4K ﹤0.01%
168
1260
$4K ﹤0.01%
4
1261
$4K ﹤0.01%
78
1262
$4K ﹤0.01%
1,231
1263
$3K ﹤0.01%
91
1264
$3K ﹤0.01%
32
-11
1265
$3K ﹤0.01%
707
+295
1266
$3K ﹤0.01%
420
+1
1267
$3K ﹤0.01%
93
+33
1268
$3K ﹤0.01%
204
+2
1269
$3K ﹤0.01%
6
1270
$3K ﹤0.01%
182
1271
$3K ﹤0.01%
30
1272
$3K ﹤0.01%
23
1273
$3K ﹤0.01%
259
+1
1274
$3K ﹤0.01%
279
+3
1275
$3K ﹤0.01%
40
49 50
51
52 53