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
AZZ icon
1576
AZZ Inc
AZZ
$3.62B
$2K ﹤0.01%
43
BBD icon
1577
Banco Bradesco
BBD
$37.4B
$2K ﹤0.01%
493
-1
BCE icon
1578
BCE
BCE
$24B
$2K ﹤0.01%
41
+14
BCML icon
1579
BayCom
BCML
$312M
$2K ﹤0.01%
134
BDTX icon
1580
Black Diamond Therapeutics
BDTX
$122M
$2K ﹤0.01%
+184
BFAM icon
1581
Bright Horizons
BFAM
$4.25B
$2K ﹤0.01%
14
+7
BIDU icon
1582
Baidu
BIDU
$40.9B
$2K ﹤0.01%
14
BKU icon
1583
Bankunited
BKU
$3.19B
$2K ﹤0.01%
64
BLD icon
1584
TopBuild
BLD
$9.76B
$2K ﹤0.01%
11
+7
BPMC
1585
DELISTED
Blueprint Medicines
BPMC
$2K ﹤0.01%
29
BRSP
1586
BrightSpire Capital
BRSP
$722M
$2K ﹤0.01%
244
CCS icon
1587
Century Communities
CCS
$1.63B
$2K ﹤0.01%
31
+12
CHKP icon
1588
Check Point Software Technologies
CHKP
$16.6B
$2K ﹤0.01%
22
CNDT icon
1589
Conduent
CNDT
$187M
$2K ﹤0.01%
301
CNK icon
1590
Cinemark Holdings
CNK
$3.05B
$2K ﹤0.01%
127
+6
CNQ icon
1591
Canadian Natural Resources
CNQ
$105B
$2K ﹤0.01%
157
CNXC icon
1592
Concentrix
CNXC
$1.96B
$2K ﹤0.01%
13
+7
COLM icon
1593
Columbia Sportswear
COLM
$2.9B
$2K ﹤0.01%
26
+3
CSGS icon
1594
CSG Systems International
CSGS
$2.27B
$2K ﹤0.01%
47
+20
CVBF icon
1595
CVB Financial
CVBF
$2.56B
$2K ﹤0.01%
113
+1
CVE icon
1596
Cenovus Energy
CVE
$46.8B
$2K ﹤0.01%
269
CXW icon
1597
CoreCivic
CXW
$1.95B
$2K ﹤0.01%
+261
DOMO icon
1598
Domo
DOMO
$161M
$2K ﹤0.01%
+32
DX
1599
Dynex Capital
DX
$2.62B
$2K ﹤0.01%
149
E icon
1600
ENI
E
$80.5B
$2K ﹤0.01%
118