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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.29M
3
+$4.11M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.74M

Top Sells

1
+$6.53M
2
+$2.93M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.47M

Sector Composition

1 Technology 8.33%
2 Financials 5.51%
3 Consumer Discretionary 5.21%
4 Healthcare 3.63%
5 Communication Services 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$3K ﹤0.01%
27
1452
$3K ﹤0.01%
118
1453
$3K ﹤0.01%
+161
1454
$3K ﹤0.01%
+2
1455
$3K ﹤0.01%
48
1456
$3K ﹤0.01%
166
1457
$3K ﹤0.01%
67
-89
1458
$3K ﹤0.01%
1,371
+867
1459
$3K ﹤0.01%
707
1460
$3K ﹤0.01%
839
1461
$3K ﹤0.01%
+85
1462
$3K ﹤0.01%
60
1463
$3K ﹤0.01%
+190
1464
$3K ﹤0.01%
49
+42
1465
$2K ﹤0.01%
170
+3
1466
$2K ﹤0.01%
20
1467
$2K ﹤0.01%
+268
1468
$2K ﹤0.01%
76
+35
1469
$2K ﹤0.01%
109
1470
$2K ﹤0.01%
394
1471
$2K ﹤0.01%
15
+4
1472
$2K ﹤0.01%
43
1473
$2K ﹤0.01%
277
1474
$2K ﹤0.01%
30
-5
1475
$2K ﹤0.01%
134
57 58
59
60 61