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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
1901
$0 ﹤0.01%
11
-6
1902
$0 ﹤0.01%
25
1903
– –
-200
1904
$0 ﹤0.01%
14
-5
1905
$0 ﹤0.01%
4
1906
$0 ﹤0.01%
+22
1907
$0 ﹤0.01%
18
1908
$0 ﹤0.01%
+55
1909
$0 ﹤0.01%
11
1910
– –
-7
1911
$0 ﹤0.01%
15
1912
– –
0
1913
$0 ﹤0.01%
18
1914
$0 ﹤0.01%
+1
1915
$0 ﹤0.01%
+3
1916
$0 ﹤0.01%
+27
1917
$0 ﹤0.01%
142
1918
– –
0
1919
– –
-5
1920
$0 ﹤0.01%
25
1921
$0 ﹤0.01%
4
1922
$0 ﹤0.01%
+2
1923
$0 ﹤0.01%
11
1924
$0 ﹤0.01%
+3
1925
$0 ﹤0.01%
7
+2
75 76
77
78 79