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
1401
$2K ﹤0.01%
49
1402
$2K ﹤0.01%
226
-1,453
1403
$2K ﹤0.01%
46
1404
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14
1405
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65
1406
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191
1407
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72
+29
1408
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239
+165
1409
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42
+37
1410
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+1
1411
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1412
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1413
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337
1414
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49
1415
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36
1416
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1417
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1418
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1419
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24
+10
1420
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1421
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110
1422
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164
+1
1423
$2K ﹤0.01%
37
+8
1424
$2K ﹤0.01%
45
-2
1425
$2K ﹤0.01%
44
55 56
57
58 59