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

Top Buys

1
+$9.02M
2
+$3.26M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.25M

Top Sells

1
+$1.54M
2
+$1.53M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$933K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$859K

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
1526
$1K ﹤0.01%
11
1527
$1K ﹤0.01%
226
1528
$1K ﹤0.01%
26
-31
1529
$1K ﹤0.01%
22
1530
$1K ﹤0.01%
277
1531
$1K ﹤0.01%
+27
1532
$1K ﹤0.01%
+54
1533
$1K ﹤0.01%
+17
1534
$1K ﹤0.01%
172
1535
$1K ﹤0.01%
60
1536
$1K ﹤0.01%
5
-8
1537
$1K ﹤0.01%
51
+30
1538
$1K ﹤0.01%
19
1539
$1K ﹤0.01%
+15
1540
$1K ﹤0.01%
21
-148
1541
$1K ﹤0.01%
244
1542
$1K ﹤0.01%
62
1543
$1K ﹤0.01%
8
1544
$1K ﹤0.01%
10
1545
$1K ﹤0.01%
39
1546
$1K ﹤0.01%
146
1547
$1K ﹤0.01%
15
1548
$1K ﹤0.01%
225
1549
$1K ﹤0.01%
30
-46
1550
$1K ﹤0.01%
301
+74
60 61
62
63 64