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
1376
$2K ﹤0.01%
157
+2
1377
$2K ﹤0.01%
1,328
1378
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186
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121
-166
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25
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332
+84
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118
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19
+3
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37
1390
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28
-9
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52
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1393
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1394
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326
1395
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61
1396
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217
1397
$2K ﹤0.01%
329
1398
$2K ﹤0.01%
165
-289
1399
$2K ﹤0.01%
11
+3
1400
$2K ﹤0.01%
120
+64
54 55
56
57 58