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
1351
$3K ﹤0.01%
739
-3
1352
$3K ﹤0.01%
91
1353
$3K ﹤0.01%
46
+22
1354
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68
+7
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34
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1356
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1357
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+48
1359
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104
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1360
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1361
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167
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20
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7
1364
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109
1365
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394
1366
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360
-4
1367
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1368
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102
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1370
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43
1371
$2K ﹤0.01%
141
1372
$2K ﹤0.01%
64
1373
$2K ﹤0.01%
65
1374
$2K ﹤0.01%
69
1375
$2K ﹤0.01%
45
+26
53 54
55
56 57