BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
This Quarter Return
-0.29%
1 Year Return
+30.04%
3 Year Return
+48.21%
5 Year Return
–
10 Year Return
–
AUM
$636M
AUM Growth
+$7.43M
Cap. Flow
+$11.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
50.87%
Holding
2,331
New
285
Increased
1,206
Reduced
324
Closed
88

Top Buys

1
$9.55M
2
$8.43M
3
$7.22M
4
$4.94M
5
$2.6M

Top Sells

1
$28.1M
2
$20.7M
3
$4.21M
4
$2.86M
5
$1.98M

Sector Composition

1Technology10.36%
2Financials7.39%
3Consumer Discretionary5.62%
4Healthcare4.89%
5Communication Services3.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2K﹤0.01% 112––
$2K﹤0.01% 95
-34
-26%
-$716
$2K﹤0.01% 124––
$2K﹤0.01% 50
-17
-25%
-$680
$2K﹤0.01%
+28
 New
+$2K
$2K﹤0.01%
+765
 New
+$2K
$2K﹤0.01% 41
-1
-2%
-$49
$2K﹤0.01%
+33
 New
+$2K
$2K﹤0.01% 413
+362
+710%
+$1.75K
$2K﹤0.01% 15––
$2K﹤0.01% 34––
$2K﹤0.01% 251
-16
-6%
-$127
$2K﹤0.01%
+71
 New
+$2K
$2K﹤0.01%
+59
 New
+$2K
$2K﹤0.01% 41
+22
+116%
+$1.07K
$2K﹤0.01% 276
-61
-18%
-$442
$2K﹤0.01%
+57
 New
+$2K
$2K﹤0.01% 184
+163
+776%
+$1.77K
$2K﹤0.01% 36––
$2K﹤0.01% 26––
$2K﹤0.01% 54––
$2K﹤0.01% 41
+24
+141%
+$1.17K
$2K﹤0.01%
+85
 New
+$2K
$2K﹤0.01% 40
-9
-18%
-$450
$2K﹤0.01%
+201
 New
+$2K
1 676869707194