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
1326
$3K ﹤0.01%
128
-210
1327
$3K ﹤0.01%
32
-11
1328
$3K ﹤0.01%
64
1329
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86
1330
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36
1331
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119
+1
1332
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110
1333
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+32
1334
$3K ﹤0.01%
472
+4
1335
$3K ﹤0.01%
848
1336
$3K ﹤0.01%
168
1337
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126
1338
$3K ﹤0.01%
27
1339
$3K ﹤0.01%
128
+28
1340
$3K ﹤0.01%
+1
1341
$3K ﹤0.01%
241
1342
$3K ﹤0.01%
73
1343
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48
1344
$3K ﹤0.01%
+50
1345
$3K ﹤0.01%
71
1346
$3K ﹤0.01%
1,055
1347
$3K ﹤0.01%
183
+116
1348
$3K ﹤0.01%
+166
1349
$3K ﹤0.01%
278
1350
$3K ﹤0.01%
91
-1,537
52 53
54
55 56