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
1276
$5K ﹤0.01%
91
1277
$5K ﹤0.01%
267
1278
$5K ﹤0.01%
309
1279
$5K ﹤0.01%
14
1280
$5K ﹤0.01%
563
1281
$5K ﹤0.01%
198
+121
1282
$5K ﹤0.01%
158
-13
1283
$5K ﹤0.01%
137
+1
1284
$5K ﹤0.01%
96
1285
$5K ﹤0.01%
28
+15
1286
$5K ﹤0.01%
58
+32
1287
$5K ﹤0.01%
165
-385
1288
$5K ﹤0.01%
48
1289
$5K ﹤0.01%
478
1290
$5K ﹤0.01%
104
+14
1291
$5K ﹤0.01%
300
+1
1292
$5K ﹤0.01%
486
-135
1293
$5K ﹤0.01%
224
+124
1294
$5K ﹤0.01%
19
1295
$5K ﹤0.01%
52
-43
1296
$5K ﹤0.01%
137
+9
1297
$5K ﹤0.01%
163
1298
$5K ﹤0.01%
56
+52
1299
$5K ﹤0.01%
468
1300
$5K ﹤0.01%
150
-44
50 51
52
53 54