BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
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 +$29.2M
2 +$19.6M
3 +$9.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.4M
5
VV icon
Vanguard Large-Cap ETF
VV
+$5.04M

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
CLSK icon
1776
CleanSpark
CLSK
$4.87B
$1K ﹤0.01%
+62
CLVT icon
1777
Clarivate
CLVT
$2.3B
$1K ﹤0.01%
+65
CM icon
1778
Canadian Imperial Bank of Commerce
CM
$77.2B
$1K ﹤0.01%
30
CNS icon
1779
Cohen & Steers
CNS
$3.47B
$1K ﹤0.01%
22
CORT icon
1780
Corcept Therapeutics
CORT
$7.44B
$1K ﹤0.01%
47
+22
CROX icon
1781
Crocs
CROX
$4.12B
$1K ﹤0.01%
9
+7
CSTE icon
1782
Caesarstone
CSTE
$37M
$1K ﹤0.01%
75
CUZ icon
1783
Cousins Properties
CUZ
$4.3B
$1K ﹤0.01%
+29
CWST icon
1784
Casella Waste Systems
CWST
$5.74B
$1K ﹤0.01%
23
DENN icon
1785
Denny's
DENN
$318M
$1K ﹤0.01%
104
DLB icon
1786
Dolby
DLB
$6.22B
$1K ﹤0.01%
19
+7
DLX icon
1787
Deluxe
DLX
$818M
$1K ﹤0.01%
30
DNOW icon
1788
DNOW Inc
DNOW
$1.52B
$1K ﹤0.01%
223
+20
EBC icon
1789
Eastern Bankshares
EBC
$3.36B
$1K ﹤0.01%
87
+71
EBF icon
1790
Ennis
EBF
$437M
$1K ﹤0.01%
+61
ECVT icon
1791
Ecovyst
ECVT
$902M
$1K ﹤0.01%
82
EGHT icon
1792
8x8 Inc
EGHT
$240M
$1K ﹤0.01%
44
-407
EHTH icon
1793
eHealth
EHTH
$153M
$1K ﹤0.01%
+20
ENVA icon
1794
Enova International
ENVA
$3.04B
$1K ﹤0.01%
+42
EPAC icon
1795
Enerpac Tool Group
EPAC
$2.14B
$1K ﹤0.01%
+48
ESLT icon
1796
Elbit Systems
ESLT
$22B
$1K ﹤0.01%
14
ETON icon
1797
Eton Pharmaceutcials
ETON
$494M
$1K ﹤0.01%
229
EYE icon
1798
National Vision
EYE
$2.01B
$1K ﹤0.01%
21
FIBK icon
1799
First Interstate BancSystem
FIBK
$3.26B
$1K ﹤0.01%
26
FSS icon
1800
Federal Signal
FSS
$6.93B
$1K ﹤0.01%
+40