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

Top Buys

1 +$29.2M
2 +$19.6M
3 +$9.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.4M
5
VV icon
Vanguard Large-Cap ETF
VV
+$5.04M

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
VVX icon
1376
V2X
VVX
$1.8B
$5K ﹤0.01%
110
-7
WERN icon
1377
Werner Enterprises
WERN
$1.6B
$5K ﹤0.01%
127
ACIW icon
1378
ACI Worldwide
ACIW
$4.98B
$4K ﹤0.01%
125
ASGN icon
1379
ASGN Inc
ASGN
$1.92B
$4K ﹤0.01%
48
ASX icon
1380
ASE Group
ASX
$34.8B
$4K ﹤0.01%
534
+75
AWI icon
1381
Armstrong World Industries
AWI
$8.28B
$4K ﹤0.01%
42
BDN
1382
Brandywine Realty Trust
BDN
$575M
$4K ﹤0.01%
327
+284
BN icon
1383
Brookfield
BN
$103B
$4K ﹤0.01%
113
BOH icon
1384
Bank of Hawaii
BOH
$2.62B
$4K ﹤0.01%
48
BRKR icon
1385
Bruker
BRKR
$6.14B
$4K ﹤0.01%
60
CBT icon
1386
Cabot Corp
CBT
$3.19B
$4K ﹤0.01%
86
+47
CC icon
1387
Chemours
CC
$1.83B
$4K ﹤0.01%
136
+1
CCU icon
1388
Compañía de Cervecerías Unidas
CCU
$2.36B
$4K ﹤0.01%
204
+3
CELH icon
1389
Celsius Holdings
CELH
$15.4B
$4K ﹤0.01%
174
+6
COLD icon
1390
Americold
COLD
$3.61B
$4K ﹤0.01%
110
CYBR icon
1391
CyberArk
CYBR
$25.5B
$4K ﹤0.01%
35
DHT icon
1392
DHT Holdings
DHT
$2.11B
$4K ﹤0.01%
665
DKS icon
1393
Dick's Sporting Goods
DKS
$19.9B
$4K ﹤0.01%
40
ELME
1394
Elme Communities
ELME
$1.46B
$4K ﹤0.01%
185
+2
ENR icon
1395
Energizer
ENR
$1.65B
$4K ﹤0.01%
97
ENTA icon
1396
Enanta Pharmaceuticals
ENTA
$320M
$4K ﹤0.01%
113
+29
EXEL icon
1397
Exelixis
EXEL
$10.9B
$4K ﹤0.01%
272
+67
FCBC icon
1398
First Community Bankshares
FCBC
$603M
$4K ﹤0.01%
+139
FLO icon
1399
Flowers Foods
FLO
$2.55B
$4K ﹤0.01%
177
+1
FSLR icon
1400
First Solar
FSLR
$30.1B
$4K ﹤0.01%
56
+16