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
1276
$3K ﹤0.01%
289
-87
1277
$3K ﹤0.01%
97
+32
1278
$3K ﹤0.01%
58
1279
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74
+55
1280
$3K ﹤0.01%
93
+33
1281
$3K ﹤0.01%
204
+2
1282
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42
1283
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393
1284
$3K ﹤0.01%
665
1285
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14
+9
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64
+1
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1289
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6
1290
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1291
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175
+1
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$3K ﹤0.01%
+239
1293
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1294
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153
1295
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963
1296
$3K ﹤0.01%
155
-61
1297
$3K ﹤0.01%
222
1298
$3K ﹤0.01%
326
1299
$3K ﹤0.01%
89
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1300
$3K ﹤0.01%
131
-54
50 51
52
53 54