BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
This Quarter Return
-0.29%
1 Year Return
+30.04%
3 Year Return
+48.21%
5 Year Return
10 Year Return
AUM
$636M
AUM Growth
+$7.43M
Cap. Flow
+$11.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
50.87%
Holding
2,331
New
285
Increased
1,206
Reduced
324
Closed
88

Sector Composition

1Technology10.36%
2Financials7.39%
3Consumer Discretionary5.62%
4Healthcare4.89%
5Communication Services3.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1K﹤0.01% 240
+67
+39%
+$279
$1K﹤0.01% 65
$1K﹤0.01%
+312
New
+$1K
$1K﹤0.01%
+18
New
+$1K
$1K﹤0.01%
+124
New
+$1K
$1K﹤0.01% 51
$1K﹤0.01% 49
$1K﹤0.01% 36
$1K﹤0.01% 130
+39
+43%
+$300
$1K﹤0.01% 7
$1K﹤0.01% 115
$1K﹤0.01% 46
$1K﹤0.01%
+44
New
+$1K
$1K﹤0.01% 33
$1K﹤0.01% 30
+26
+650%
+$867
$1K﹤0.01% 51
+47
+1,175%
+$922
$1K﹤0.01% 27
-27
-50%
-$1K
$1K﹤0.01%
+24
New
+$1K
$1K﹤0.01% 13
$1K﹤0.01%
+50
New
+$1K
$1K﹤0.01%
+50
New
+$1K
$1K﹤0.01%
+212
New
+$1K
$1K﹤0.01%
+33
New
+$1K
$1K﹤0.01%
+60
New
+$1K
$1K﹤0.01%
+53
New
+$1K