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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
1751
– –
-96,299
1752
$0 ﹤0.01%
+4
1753
– –
-480
1754
$0 ﹤0.01%
+100
1755
$0 ﹤0.01%
3
1756
$0 ﹤0.01%
13
1757
$0 ﹤0.01%
9
1758
$0 ﹤0.01%
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$0 ﹤0.01%
+2
1760
$0 ﹤0.01%
26
+4
1761
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0
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10
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$0 ﹤0.01%
7
+2
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0
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+26
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$0 ﹤0.01%
14
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
45
1773
$0 ﹤0.01%
+54
1774
– –
-216
1775
– –
-306
69 70
71
72 73