We are live on ! Find out more
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
$628M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,129
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$19.4M
3 +$9.65M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.45M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.9M

Sector Composition

1 Technology 8.64%
2 Financials 5.2%
3 Consumer Discretionary 5.18%
4 Healthcare 3.86%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BOOT icon
1776
Boot Barn
BOOT
$5.29B
$1K ﹤0.01%
19
BSRR icon
1777
Sierra Bancorp
BSRR
$517M
$1K ﹤0.01%
45
CASH icon
1778
Pathward Financial
CASH
$1.73B
$1K ﹤0.01%
+30
CBRL icon
1779
Cracker Barrel
CBRL
$1.06B
$1K ﹤0.01%
10
CCEP icon
1780
Coca-Cola Europacific Partners
CCEP
$42.9B
$1K ﹤0.01%
18
CFFN icon
1781
Capitol Federal Financial
CFFN
$1.01B
$1K ﹤0.01%
110
-35
CHX
1782
DELISTED
ChampionX
CHX
$1K ﹤0.01%
+44
CIG icon
1783
CEMIG Preferred Shares
CIG
$5.86B
$1K ﹤0.01%
1,328
CLSK icon
1784
CleanSpark
CLSK
$4.42B
$1K ﹤0.01%
+62
CLVT icon
1785
Clarivate
CLVT
$1.3B
$1K ﹤0.01%
+65
CM icon
1786
Canadian Imperial Bank of Commerce
CM
$102B
$1K ﹤0.01%
30
CNS icon
1787
Cohen & Steers
CNS
$3.85B
$1K ﹤0.01%
22
CORT icon
1788
Corcept Therapeutics
CORT
$8.58B
$1K ﹤0.01%
47
+22
CROX icon
1789
Crocs
CROX
$6.21B
$1K ﹤0.01%
9
+7
CSTE icon
1790
Caesarstone
CSTE
$64M
$1K ﹤0.01%
75
CUZ icon
1791
Cousins Properties
CUZ
$4.65B
$1K ﹤0.01%
+29
DLB icon
1792
Dolby
DLB
$4.95B
$1K ﹤0.01%
19
+7
DLX icon
1793
Deluxe
DLX
$1.05B
$1K ﹤0.01%
30
DNOW icon
1794
DNOW Inc
DNOW
$2.46B
$1K ﹤0.01%
223
+20
EBC icon
1795
Eastern Bankshares
EBC
$4.43B
$1K ﹤0.01%
87
+71
EBF icon
1796
Ennis
EBF
$514M
$1K ﹤0.01%
+61
ECVT icon
1797
Ecovyst
ECVT
$1.4B
$1K ﹤0.01%
82
EGHT icon
1798
8x8 Inc
EGHT
$260M
$1K ﹤0.01%
44
-407
EHTH icon
1799
eHealth
EHTH
$52.4M
$1K ﹤0.01%
+20
ENVA icon
1800
Enova International
ENVA
$5.04B
$1K ﹤0.01%
+42