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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
$628M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,129
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$19.4M
3 +$9.65M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.45M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.9M

Sector Composition

1 Technology 8.64%
2 Financials 5.2%
3 Consumer Discretionary 5.18%
4 Healthcare 3.86%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STMP
1376
DELISTED
Stamps.com, Inc.
STMP
$5K ﹤0.01%
27
SAVE
1377
DELISTED
Spirit Airlines, Inc.
SAVE
$5K ﹤0.01%
172
+4
DKS icon
1378
Dick's Sporting Goods
DKS
$20.9B
$4K ﹤0.01%
40
CCU icon
1379
Compañía de Cervecerías Unidas
CCU
$2.08B
$4K ﹤0.01%
204
+3
ACIW icon
1380
ACI Worldwide
ACIW
$4.48B
$4K ﹤0.01%
125
BRKR icon
1381
Bruker
BRKR
$8.71B
$4K ﹤0.01%
60
KNSL icon
1382
Kinsale Capital Group
KNSL
$7.12B
$4K ﹤0.01%
29
+8
EFOR
1383
Everforth Inc
EFOR
$782M
$4K ﹤0.01%
48
ASX icon
1384
ASE Group
ASX
$89B
$4K ﹤0.01%
534
+75
AWI icon
1385
Armstrong World Industries
AWI
$6.74B
$4K ﹤0.01%
42
BDN
1386
Brandywine Realty Trust
BDN
$537M
$4K ﹤0.01%
327
+284
BN icon
1387
Brookfield
BN
$99.3B
$4K ﹤0.01%
169
-1
BOH icon
1388
Bank of Hawaii
BOH
$3.08B
$4K ﹤0.01%
48
CBT icon
1389
Cabot Corp
CBT
$4.74B
$4K ﹤0.01%
86
+47
CC icon
1390
Chemours
CC
$3.27B
$4K ﹤0.01%
136
+1
CELH icon
1391
Celsius Holdings
CELH
$7.87B
$4K ﹤0.01%
174
+6
COLD icon
1392
Americold
COLD
$4.01B
$4K ﹤0.01%
110
CYBR
1393
DELISTED
CyberArk
CYBR
$4K ﹤0.01%
35
DHT icon
1394
DHT Holdings
DHT
$3.04B
$4K ﹤0.01%
665
ELME
1395
Elme Communities
ELME
$179M
$4K ﹤0.01%
185
+2
ENR icon
1396
Energizer
ENR
$1.47B
$4K ﹤0.01%
97
ENTA icon
1397
Enanta Pharmaceuticals
ENTA
$368M
$4K ﹤0.01%
113
+29
EXEL icon
1398
Exelixis
EXEL
$13B
$4K ﹤0.01%
272
+67
FCBC icon
1399
First Community Bankshares
FCBC
$819M
$4K ﹤0.01%
+139
FLO icon
1400
Flowers Foods
FLO
$1.65B
$4K ﹤0.01%
177
+1