We are live on ! Find out more
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
1651
$1K ﹤0.01%
+19
1652
$1K ﹤0.01%
45
-17
1653
$1K ﹤0.01%
10
1654
$1K ﹤0.01%
+19
1655
$1K ﹤0.01%
145
-1
1656
$1K ﹤0.01%
225
1657
$1K ﹤0.01%
30
1658
$1K ﹤0.01%
22
1659
$1K ﹤0.01%
+23
1660
$1K ﹤0.01%
+355
1661
$1K ﹤0.01%
27
-9
1662
$1K ﹤0.01%
75
1663
$1K ﹤0.01%
23
1664
$1K ﹤0.01%
+104
1665
$1K ﹤0.01%
12
1666
$1K ﹤0.01%
30
1667
$1K ﹤0.01%
+104
1668
$1K ﹤0.01%
82
1669
$1K ﹤0.01%
229
1670
$1K ﹤0.01%
51
1671
$1K ﹤0.01%
11
+3
1672
$1K ﹤0.01%
1
1673
$1K ﹤0.01%
26
+1
1674
$1K ﹤0.01%
33
1675
$1K ﹤0.01%
101
-138
65 66
67
68 69