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
$636M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,331
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$8.43M
3 +$7.22M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.94M
5
MSFT icon
Microsoft
MSFT
+$2.6M

Top Sells

1 +$28.1M
2 +$20.7M
3 +$4.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.83M

Sector Composition

1 Technology 10.36%
2 Financials 7.39%
3 Consumer Discretionary 5.62%
4 Healthcare 4.92%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGCO icon
1451
AGCO
AGCO
$7.97B
$5K ﹤0.01%
41
+13
AHCO icon
1452
AdaptHealth
AHCO
$1.4B
$5K ﹤0.01%
250
+242
ASAN icon
1453
Asana
ASAN
$3.11B
$5K ﹤0.01%
+55
ASH icon
1454
Ashland
ASH
$2.32B
$5K ﹤0.01%
66
-1
AUB icon
1455
Atlantic Union Bankshares
AUB
$4.65B
$5K ﹤0.01%
141
+78
AVNT icon
1456
Avient
AVNT
$2.86B
$5K ﹤0.01%
128
CBRL icon
1457
Cracker Barrel
CBRL
$734M
$5K ﹤0.01%
39
+29
ABEV icon
1458
Ambev
ABEV
$37.7B
$4K ﹤0.01%
1,501
ACA icon
1459
Arcosa
ACA
$4.93B
$4K ﹤0.01%
98
AEG icon
1460
Aegon
AEG
$11.8B
$4K ﹤0.01%
868
+43
AER icon
1461
AerCap
AER
$22.7B
$4K ﹤0.01%
70
ALG icon
1462
Alamo Group
ALG
$2.15B
$4K ﹤0.01%
33
+8
AM icon
1463
Antero Midstream
AM
$8.21B
$4K ﹤0.01%
404
+130
APPF icon
1464
AppFolio
APPF
$9.25B
$4K ﹤0.01%
36
ARR
1465
Armour Residential REIT
ARR
$1.87B
$4K ﹤0.01%
90
+45
AWI icon
1466
Armstrong World Industries
AWI
$8.26B
$4K ﹤0.01%
42
AZZ icon
1467
AZZ Inc
AZZ
$3.11B
$4K ﹤0.01%
80
+37
BATRA icon
1468
Atlanta Braves Holdings Series A
BATRA
$2.68B
$4K ﹤0.01%
173
-15
BNS icon
1469
Scotiabank
BNS
$81.4B
$4K ﹤0.01%
67
+19
CARE icon
1470
Carter Bankshares
CARE
$385M
$4K ﹤0.01%
310
CNDT icon
1471
Conduent
CNDT
$365M
$4K ﹤0.01%
607
+306
COLD icon
1472
Americold
COLD
$3.64B
$4K ﹤0.01%
149
+39
CPB icon
1473
Campbell Soup
CPB
$8.96B
$4K ﹤0.01%
103
-45
CROX icon
1474
Crocs
CROX
$4.17B
$4K ﹤0.01%
29
+20
DCI icon
1475
Donaldson
DCI
$10B
$4K ﹤0.01%
78
-1