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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
1751
– –
-1,488
1752
– –
-517
1753
– –
-65
1754
– –
-130
1755
$0 ﹤0.01%
+7
1756
$0 ﹤0.01%
+73
1757
$0 ﹤0.01%
106
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1758
$0 ﹤0.01%
54
1759
– –
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1760
$0 ﹤0.01%
58
1761
$0 ﹤0.01%
+7
1762
– –
-252
1763
$0 ﹤0.01%
6
-23
1764
$0 ﹤0.01%
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$0 ﹤0.01%
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1766
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5
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$0 ﹤0.01%
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1768
$0 ﹤0.01%
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1770
$0 ﹤0.01%
+26
1771
– –
0
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$0 ﹤0.01%
+10
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$0 ﹤0.01%
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$0 ﹤0.01%
+2
1775
$0 ﹤0.01%
+5
69 70
71
72 73