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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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.24M
3
+$4.32M
4
AMZN icon
Amazon
AMZN
+$2.79M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.69M

Top Sells

1
+$6.35M
2
+$2.99M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.99M
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 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$1K ﹤0.01%
+35
1602
$1K ﹤0.01%
35
1603
$1K ﹤0.01%
38
1604
$1K ﹤0.01%
+61
1605
$1K ﹤0.01%
142
+2
1606
$1K ﹤0.01%
17
1607
$1K ﹤0.01%
22
-8
1608
$1K ﹤0.01%
46
1609
$1K ﹤0.01%
23
1610
$1K ﹤0.01%
13
1611
$1K ﹤0.01%
49
1612
$1K ﹤0.01%
362
+347
1613
$1K ﹤0.01%
255
1614
$1K ﹤0.01%
119
1615
$1K ﹤0.01%
23
1616
$1K ﹤0.01%
+47
1617
$1K ﹤0.01%
19
1618
$1K ﹤0.01%
+47
1619
$1K ﹤0.01%
68
1620
$1K ﹤0.01%
+51
1621
$1K ﹤0.01%
1,328
1622
$1K ﹤0.01%
+3
1623
$1K ﹤0.01%
11
1624
$1K ﹤0.01%
70
1625
$1K ﹤0.01%
+52
63 64
65
66 67