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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
$628M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,129
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$19.4M
3 +$9.65M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.45M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.9M

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
AEG icon
1451
Aegon
AEG
$12.7B
$3K ﹤0.01%
825
-14
AER icon
1452
AerCap
AER
$22.9B
$3K ﹤0.01%
70
-7
AGCO icon
1453
AGCO
AGCO
$8.23B
$3K ﹤0.01%
28
+8
AI icon
1454
C3.ai
AI
$1.5B
$3K ﹤0.01%
+49
ALG icon
1455
Alamo Group
ALG
$1.96B
$3K ﹤0.01%
25
AMH icon
1456
American Homes 4 Rent
AMH
$11.4B
$3K ﹤0.01%
99
+23
AMPH icon
1457
Amphastar Pharmaceuticals
AMPH
$829M
$3K ﹤0.01%
172
+152
ANDE icon
1458
Andersons Inc
ANDE
$2.43B
$3K ﹤0.01%
109
ASUR icon
1459
Asure Software
ASUR
$237M
$3K ﹤0.01%
360
BB icon
1460
BlackBerry
BB
$4.91B
$3K ﹤0.01%
277
BC icon
1461
Brunswick
BC
$5.43B
$3K ﹤0.01%
30
BCO icon
1462
Brink's
BCO
$4.02B
$3K ﹤0.01%
41
BBT
1463
Beacon Financial Corp
BBT
$2.48B
$3K ﹤0.01%
141
BJ icon
1464
BJs Wholesale Club
BJ
$10.9B
$3K ﹤0.01%
66
+15
BLDR icon
1465
Builders FirstSource
BLDR
$8.67B
$3K ﹤0.01%
93
+28
BNS icon
1466
Scotiabank
BNS
$107B
$3K ﹤0.01%
48
+1
BPOP icon
1467
Popular Inc
BPOP
$10.3B
$3K ﹤0.01%
45
BSBR icon
1468
Santander
BSBR
$38.9B
$3K ﹤0.01%
423
+1
BYSI icon
1469
BeyondSpring
BYSI
$66.2M
$3K ﹤0.01%
303
CARE icon
1470
Carter Bankshares
CARE
$688M
$3K ﹤0.01%
310
CDP icon
1471
COPT Defense Properties
CDP
$3.8B
$3K ﹤0.01%
113
+66
CG icon
1472
Carlyle Group
CG
$16.1B
$3K ﹤0.01%
79
CHRS icon
1473
Coherus Oncology
CHRS
$228M
$3K ﹤0.01%
+267
CLBK icon
1474
Columbia Financial
CLBK
$2.08B
$3K ﹤0.01%
186
CNMD icon
1475
CONMED
CNMD
$981M
$3K ﹤0.01%
25