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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
1626
$1K ﹤0.01%
33
1627
$1K ﹤0.01%
34
1628
$1K ﹤0.01%
78
-24
1629
$1K ﹤0.01%
27
1630
$1K ﹤0.01%
20
-99
1631
$1K ﹤0.01%
117
1632
$1K ﹤0.01%
314
1633
$1K ﹤0.01%
103
1634
$1K ﹤0.01%
79
1635
$1K ﹤0.01%
+7
1636
$1K ﹤0.01%
19
+1
1637
$1K ﹤0.01%
267
1638
$1K ﹤0.01%
+6
1639
$1K ﹤0.01%
46
-56
1640
$1K ﹤0.01%
226
1641
$1K ﹤0.01%
22
1642
$1K ﹤0.01%
494
1643
$1K ﹤0.01%
27
1644
$1K ﹤0.01%
54
1645
$1K ﹤0.01%
7
-29
1646
$1K ﹤0.01%
172
1647
$1K ﹤0.01%
46
-14
1648
$1K ﹤0.01%
24
1649
$1K ﹤0.01%
4
-10
1650
$1K ﹤0.01%
15
64 65
66
67 68