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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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.24M
3
+$4.32M
4
AMZN icon
Amazon
AMZN
+$2.79M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.69M

Top Sells

1
+$6.35M
2
+$2.99M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.99M
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 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$4K ﹤0.01%
234
+1
1352
$4K ﹤0.01%
86
1353
$4K ﹤0.01%
274
+97
1354
$4K ﹤0.01%
32
1355
$4K ﹤0.01%
475
+3
1356
$4K ﹤0.01%
126
1357
$4K ﹤0.01%
83
1358
$4K ﹤0.01%
4
1359
$4K ﹤0.01%
1,231
1360
$4K ﹤0.01%
87
+6
1361
$4K ﹤0.01%
196
1362
$4K ﹤0.01%
177
+45
1363
$4K ﹤0.01%
54
+48
1364
$4K ﹤0.01%
52
+8
1365
$4K ﹤0.01%
848
1366
$4K ﹤0.01%
118
1367
$4K ﹤0.01%
840
1368
$4K ﹤0.01%
125
1369
$4K ﹤0.01%
77
-9
1370
$4K ﹤0.01%
51
1371
$4K ﹤0.01%
144
1372
$4K ﹤0.01%
183
-9
1373
$4K ﹤0.01%
97
1374
$4K ﹤0.01%
84
+32
1375
$4K ﹤0.01%
155
53 54
55
56 57