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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
1376
$4K ﹤0.01%
90
+38
1377
$4K ﹤0.01%
67
+42
1378
$4K ﹤0.01%
59
1379
$4K ﹤0.01%
747
+8
1380
$4K ﹤0.01%
91
1381
$4K ﹤0.01%
68
1382
$3K ﹤0.01%
171
+79
1383
$3K ﹤0.01%
1,371
+867
1384
$3K ﹤0.01%
707
1385
$3K ﹤0.01%
839
1386
$3K ﹤0.01%
25
+14
1387
$3K ﹤0.01%
13
+6
1388
$3K ﹤0.01%
140
+14
1389
$3K ﹤0.01%
459
+345
1390
$3K ﹤0.01%
42
+16
1391
$3K ﹤0.01%
21
1392
$3K ﹤0.01%
41
1393
$3K ﹤0.01%
141
1394
$3K ﹤0.01%
60
-100
1395
$3K ﹤0.01%
303
1396
$3K ﹤0.01%
+95
1397
$3K ﹤0.01%
135
-2
1398
$3K ﹤0.01%
201
+44
1399
$3K ﹤0.01%
58
1400
$3K ﹤0.01%
186
54 55
56
57 58