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
1501
$2K ﹤0.01%
14
+8
1502
$2K ﹤0.01%
326
1503
$2K ﹤0.01%
260
1504
$2K ﹤0.01%
6
-10
1505
$2K ﹤0.01%
+31
1506
$2K ﹤0.01%
192
1507
$2K ﹤0.01%
30
+6
1508
$2K ﹤0.01%
88
+24
1509
$2K ﹤0.01%
11
+6
1510
$2K ﹤0.01%
329
1511
$2K ﹤0.01%
165
1512
$2K ﹤0.01%
157
+37
1513
$2K ﹤0.01%
47
+1
1514
$2K ﹤0.01%
65
1515
$2K ﹤0.01%
192
+1
1516
$2K ﹤0.01%
42
1517
$2K ﹤0.01%
161
+2
1518
$2K ﹤0.01%
+51
1519
$2K ﹤0.01%
24
1520
$2K ﹤0.01%
+38
1521
$2K ﹤0.01%
117
+66
1522
$2K ﹤0.01%
34
1523
$2K ﹤0.01%
49
1524
$2K ﹤0.01%
156
1525
$2K ﹤0.01%
36
59 60
61
62 63