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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
1701
$1K ﹤0.01%
45
1702
$1K ﹤0.01%
31
-65
1703
$1K ﹤0.01%
+65
1704
$1K ﹤0.01%
52
1705
$1K ﹤0.01%
25
+17
1706
$1K ﹤0.01%
33
1707
$1K ﹤0.01%
9
1708
$1K ﹤0.01%
24
1709
$1K ﹤0.01%
101
1710
$1K ﹤0.01%
24
1711
$1K ﹤0.01%
42
1712
$1K ﹤0.01%
98
1713
$1K ﹤0.01%
16
1714
$1K ﹤0.01%
54
1715
$1K ﹤0.01%
+39
1716
$1K ﹤0.01%
28
1717
$1K ﹤0.01%
19
-73
1718
$1K ﹤0.01%
+55
1719
$1K ﹤0.01%
+38
1720
$1K ﹤0.01%
49
1721
$1K ﹤0.01%
36
1722
$1K ﹤0.01%
7
1723
$1K ﹤0.01%
115
1724
$1K ﹤0.01%
+27
1725
$1K ﹤0.01%
27
-26
67 68
69
70 71