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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
1676
$1K ﹤0.01%
167
1677
$1K ﹤0.01%
20
+13
1678
$1K ﹤0.01%
51
-1
1679
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97
-58
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210
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1684
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1687
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1688
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-23
1689
$1K ﹤0.01%
129
1690
$1K ﹤0.01%
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+488
1692
$1K ﹤0.01%
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27
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19
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$1K ﹤0.01%
47
-16
1696
$1K ﹤0.01%
11
1697
$1K ﹤0.01%
4
1698
$1K ﹤0.01%
11
1699
$1K ﹤0.01%
5
-41
1700
$1K ﹤0.01%
34
66 67
68
69 70