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
$636M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,331
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$8.43M
3 +$7.22M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.94M
5
MSFT icon
Microsoft
MSFT
+$2.6M

Top Sells

1 +$28.1M
2 +$20.7M
3 +$4.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.83M

Sector Composition

1 Technology 10.36%
2 Financials 7.39%
3 Consumer Discretionary 5.62%
4 Healthcare 4.92%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANDE icon
1551
Andersons Inc
ANDE
$1.64B
$3K ﹤0.01%
109
APLS icon
1552
Apellis Pharmaceuticals
APLS
$2.56B
$3K ﹤0.01%
107
+83
AROW icon
1553
Arrow Financial
AROW
$513M
$3K ﹤0.01%
108
+83
ARRY icon
1554
Array Technologies
ARRY
$1.29B
$3K ﹤0.01%
+166
ASUR icon
1555
Asure Software
ASUR
$228M
$3K ﹤0.01%
360
BAND icon
1556
Bandwidth Inc
BAND
$452M
$3K ﹤0.01%
37
+25
BCO icon
1557
Brink's
BCO
$4.76B
$3K ﹤0.01%
59
+18
BBT
1558
Beacon Financial Corp
BBT
$2.19B
$3K ﹤0.01%
141
BIDU icon
1559
Baidu
BIDU
$42.4B
$3K ﹤0.01%
20
+6
BJ icon
1560
BJs Wholesale Club
BJ
$12.1B
$3K ﹤0.01%
66
BPOP icon
1561
Popular Inc
BPOP
$7.6B
$3K ﹤0.01%
45
BWXT icon
1562
BWX Technologies
BWXT
$18.2B
$3K ﹤0.01%
74
-20
CBU icon
1563
Community Bank
CBU
$3B
$3K ﹤0.01%
+49
CDP icon
1564
COPT Defense Properties
CDP
$3.25B
$3K ﹤0.01%
125
+12
CG icon
1565
Carlyle Group
CG
$18.9B
$3K ﹤0.01%
79
CHGG icon
1566
Chegg
CHGG
$99.9M
$3K ﹤0.01%
53
+47
CNMD icon
1567
CONMED
CNMD
$1.38B
$3K ﹤0.01%
25
COMM icon
1568
CommScope
COMM
$3.69B
$3K ﹤0.01%
222
+35
CP icon
1569
Canadian Pacific Kansas City
CP
$63.5B
$3K ﹤0.01%
61
-50
CSTM icon
1570
Constellium
CSTM
$2.18B
$3K ﹤0.01%
203
CW icon
1571
Curtiss-Wright
CW
$22.4B
$3K ﹤0.01%
32
-57
EME icon
1572
Emcor
EME
$30.3B
$3K ﹤0.01%
30
ENR icon
1573
Energizer
ENR
$1.65B
$3K ﹤0.01%
83
-14
ENTA icon
1574
Enanta Pharmaceuticals
ENTA
$316M
$3K ﹤0.01%
64
-49
EXTR icon
1575
Extreme Networks
EXTR
$2.35B
$3K ﹤0.01%
378
+52