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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
$418M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,936
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$3.05M
3
+$1.84M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.18M

Top Sells

1
+$1.54M
2
+$1.41M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$867K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$807K

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
1451
$2K ﹤0.01%
36
1452
$2K ﹤0.01%
37
1453
$2K ﹤0.01%
24
+10
1454
$2K ﹤0.01%
91
1455
$2K ﹤0.01%
+69
1456
$2K ﹤0.01%
167
-271
1457
$2K ﹤0.01%
109
1458
$2K ﹤0.01%
394
1459
$2K ﹤0.01%
494
+98
1460
$2K ﹤0.01%
35
1461
$2K ﹤0.01%
41
+22
1462
$2K ﹤0.01%
134
1463
$2K ﹤0.01%
187
1464
$2K ﹤0.01%
332
+84
1465
$2K ﹤0.01%
82
+18
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$2K ﹤0.01%
40
1467
$2K ﹤0.01%
146
1468
$2K ﹤0.01%
118
-64
1469
$2K ﹤0.01%
19
+3
1470
$2K ﹤0.01%
190
1471
$2K ﹤0.01%
55
1472
$2K ﹤0.01%
31
1473
$2K ﹤0.01%
52
+25
1474
$2K ﹤0.01%
57
+8
1475
$2K ﹤0.01%
315
57 58
59
60 61