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
AMPH icon
1451
Amphastar Pharmaceuticals
AMPH
$1.18B
$3K ﹤0.01%
172
+152
ANDE icon
1452
Andersons Inc
ANDE
$1.64B
$3K ﹤0.01%
109
BC icon
1453
Brunswick
BC
$4.24B
$3K ﹤0.01%
30
BCO icon
1454
Brink's
BCO
$4.79B
$3K ﹤0.01%
41
BBT
1455
Beacon Financial Corp
BBT
$2.14B
$3K ﹤0.01%
141
BJ icon
1456
BJs Wholesale Club
BJ
$12.1B
$3K ﹤0.01%
66
+15
BLDR icon
1457
Builders FirstSource
BLDR
$12.2B
$3K ﹤0.01%
93
+28
BNS icon
1458
Scotiabank
BNS
$81.9B
$3K ﹤0.01%
48
+1
BPOP icon
1459
Popular Inc
BPOP
$7.58B
$3K ﹤0.01%
45
BSBR icon
1460
Santander
BSBR
$44.4B
$3K ﹤0.01%
423
+1
BYSI icon
1461
BeyondSpring
BYSI
$77.8M
$3K ﹤0.01%
303
CARE icon
1462
Carter Bankshares
CARE
$383M
$3K ﹤0.01%
310
CDP icon
1463
COPT Defense Properties
CDP
$3.24B
$3K ﹤0.01%
113
+66
CG icon
1464
Carlyle Group
CG
$18.6B
$3K ﹤0.01%
79
CHRS icon
1465
Coherus Oncology
CHRS
$179M
$3K ﹤0.01%
+267
CLBK icon
1466
Columbia Financial
CLBK
$1.61B
$3K ﹤0.01%
186
CNMD icon
1467
CONMED
CNMD
$1.38B
$3K ﹤0.01%
25
COMM icon
1468
CommScope
COMM
$3.69B
$3K ﹤0.01%
187
COTY icon
1469
Coty
COTY
$3.34B
$3K ﹤0.01%
332
CSTM icon
1470
Constellium
CSTM
$2.22B
$3K ﹤0.01%
+203
CSTL icon
1471
Castle Biosciences
CSTL
$948M
$3K ﹤0.01%
+43
CUBE icon
1472
CubeSmart
CUBE
$8.59B
$3K ﹤0.01%
83
DDD icon
1473
3D Systems Corp
DDD
$331M
$3K ﹤0.01%
77
-350
EME icon
1474
Emcor
EME
$29.8B
$3K ﹤0.01%
30
+2
ESE icon
1475
ESCO Technologies
ESE
$5.7B
$3K ﹤0.01%
36
-262