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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
CVE icon
1576
Cenovus Energy
CVE
$46.9B
$2K ﹤0.01%
269
CXW icon
1577
CoreCivic
CXW
$2.86B
$2K ﹤0.01%
+261
DOMO icon
1578
Domo
DOMO
$109M
$2K ﹤0.01%
+32
EARN
1579
Ellington Residential Mortgage REIT
EARN
$165M
$2K ﹤0.01%
190
EAT icon
1580
Brinker International
EAT
$7.07B
$2K ﹤0.01%
37
ESGR
1581
DELISTED
Enstar Group
ESGR
$2K ﹤0.01%
12
EVER icon
1582
EverQuote
EVER
$713M
$2K ﹤0.01%
+73
EVTC icon
1583
Evertec
EVTC
$1.58B
$2K ﹤0.01%
51
FATE icon
1584
Fate Therapeutics
FATE
$244M
$2K ﹤0.01%
29
-103
FCN icon
1585
FTI Consulting
FCN
$4.39B
$2K ﹤0.01%
15
+4
FMX icon
1586
Fomento Económico Mexicano
FMX
$43.1B
$2K ﹤0.01%
31
FRBA icon
1587
First Bank
FRBA
$418M
$2K ﹤0.01%
192
FUTU icon
1588
Futu Holdings
FUTU
$13.5B
$2K ﹤0.01%
+12
GDS icon
1589
GDS Holdings
GDS
$6.31B
$2K ﹤0.01%
+32
GEO icon
1590
The GEO Group
GEO
$3.91B
$2K ﹤0.01%
+312
GME icon
1591
GameStop
GME
$9.66B
$2K ﹤0.01%
+52
B
1592
Barrick Mining
B
$67.6B
$2K ﹤0.01%
97
GRWG icon
1593
GrowGeneration
GRWG
$95.5M
$2K ﹤0.01%
45
+34
HCKT icon
1594
Hackett Group
HCKT
$262M
$2K ﹤0.01%
112
+44
HL icon
1595
Hecla Mining
HL
$10.7B
$2K ﹤0.01%
+279
IBCP icon
1596
Independent Bank Corp
IBCP
$707M
$2K ﹤0.01%
129
+35
IBN icon
1597
ICICI Bank
IBN
$100B
$2K ﹤0.01%
124
-217
BRSL
1598
Brightstar Lottery PLC
BRSL
$2.09B
$2K ﹤0.01%
+114
IMVT icon
1599
Immunovant
IMVT
$7.26B
$2K ﹤0.01%
+206
INSM icon
1600
Insmed
INSM
$20.8B
$2K ﹤0.01%
101
+36