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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
$418M
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,936
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$3.05M
3
+$1.84M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.18M

Top Sells

1
+$1.54M
2
+$1.41M
3
+$1.39M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$867K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$807K

Sector Composition

1 Technology 7.43%
2 Financials 5.74%
3 Consumer Discretionary 4.36%
4 Healthcare 3.39%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
– –
-2,510
1677
$0 ﹤0.01%
8
1678
– –
-1,655
1679
– –
0
1680
– –
-8
1681
$0 ﹤0.01%
+14
1682
$0 ﹤0.01%
+16
1683
$0 ﹤0.01%
+4
1684
– –
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1685
$0 ﹤0.01%
+7
1686
$0 ﹤0.01%
+45
1687
$0 ﹤0.01%
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1688
$0 ﹤0.01%
+3
1689
$0 ﹤0.01%
38
1690
$0 ﹤0.01%
3
1691
$0 ﹤0.01%
10
1692
– –
-33
1693
– –
-2,285
1694
– –
-222
1695
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-129
1696
$0 ﹤0.01%
10
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1697
$0 ﹤0.01%
4
1698
$0 ﹤0.01%
131
1699
$0 ﹤0.01%
22
1700
$0 ﹤0.01%
147
66 67
68
69 70