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
$636M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,331
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$8.67M
3 +$7.65M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$5.07M
5
MSFT icon
Microsoft
MSFT
+$2.68M

Top Sells

1 +$29.9M
2 +$20.9M
3 +$4.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.88M

Sector Composition

1 Technology 10.36%
2 Financials 7.39%
3 Consumer Discretionary 5.62%
4 Healthcare 4.92%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TPIC
1801
DELISTED
TPI Composites
TPIC
$1K ﹤0.01%
53
+24
TROX icon
1802
Tronox
TROX
$1.18B
$1K ﹤0.01%
51
-5
TTMI icon
1803
TTM Technologies
TTMI
$22.5B
$1K ﹤0.01%
140
UIS icon
1804
Unisys
UIS
$258M
$1K ﹤0.01%
49
UTL icon
1805
Unitil
UTL
$917M
$1K ﹤0.01%
36
VIPS icon
1806
Vipshop
VIPS
$6.4B
$1K ﹤0.01%
130
+39
VRE
1807
DELISTED
Veris Residential
VRE
$1K ﹤0.01%
115
VREX icon
1808
Varex Imaging
VREX
$444M
$1K ﹤0.01%
46
VRM icon
1809
Vroom Inc
VRM
$52.9M
$1K ﹤0.01%
+1
VRNT
1810
DELISTED
Verint Systems
VRNT
$1K ﹤0.01%
27
VRTS icon
1811
Virtus Investment Partners
VRTS
$946M
$1K ﹤0.01%
6
VSH icon
1812
Vishay Intertechnology
VSH
$8.83B
$1K ﹤0.01%
+69
WCN
1813
Waste Connections
WCN
$39.1B
$1K ﹤0.01%
11
-16
WGO icon
1814
Winnebago Industries
WGO
$810M
$1K ﹤0.01%
15
WHD icon
1815
Cactus
WHD
$3.8B
$1K ﹤0.01%
37
-1
WLDN icon
1816
Willdan Group
WLDN
$1.34B
$1K ﹤0.01%
35
+4
WMK icon
1817
Weis Markets
WMK
$1.9B
$1K ﹤0.01%
25
WNEB icon
1818
Western New England Bancorp
WNEB
$275M
$1K ﹤0.01%
146
WNS
1819
DELISTED
WNS Holdings
WNS
$1K ﹤0.01%
17
WSC icon
1820
WillScot Mobile Mini Holdings
WSC
$5.22B
$1K ﹤0.01%
60
TPC
1821
Tutor Perini Cor
TPC
$4.1B
$1K ﹤0.01%
+82
BCPC
1822
Balchem Corp
BCPC
$5.33B
$1K ﹤0.01%
12
ITCI
1823
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$1K ﹤0.01%
36
+30
ZUO
1824
DELISTED
Zuora, Inc.
ZUO
$1K ﹤0.01%
94
+64
PSTX
1825
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$1K ﹤0.01%
+273