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

Top Buys

1 +$9.55M
2 +$8.43M
3 +$7.22M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.94M
5
MSFT icon
Microsoft
MSFT
+$2.6M

Top Sells

1 +$28.1M
2 +$20.7M
3 +$4.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.83M

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
AMKR icon
1926
Amkor Technology
AMKR
$8.81B
$1K ﹤0.01%
46
+11
AMRX icon
1927
Amneal Pharmaceuticals
AMRX
$3.56B
$1K ﹤0.01%
+329
AN icon
1928
AutoNation
AN
$6.93B
$1K ﹤0.01%
10
ANGO icon
1929
AngioDynamics
ANGO
$489M
$1K ﹤0.01%
+72
ANIP icon
1930
ANI Pharmaceuticals
ANIP
$2.11B
$1K ﹤0.01%
+53
APLE icon
1931
Apple Hospitality REIT
APLE
$2.67B
$1K ﹤0.01%
79
-95
ARQT icon
1932
Arcutis Biotherapeutics
ARQT
$2.96B
$1K ﹤0.01%
+83
ATHM icon
1933
Autohome
ATHM
$2.94B
$1K ﹤0.01%
26
+15
ATLC icon
1934
Atlanticus Holdings
ATLC
$842M
$1K ﹤0.01%
+21
BEKE icon
1935
KE Holdings
BEKE
$18.9B
$1K ﹤0.01%
88
+55
BFIN icon
1936
BankFinancial
BFIN
$139M
$1K ﹤0.01%
172
BH icon
1937
Biglari Holdings Class B
BH
$1.13B
$1K ﹤0.01%
7
BHB icon
1938
Bar Harbor Bankshares
BHB
$490M
$1K ﹤0.01%
46
BHE icon
1939
Benchmark Electronics
BHE
$1.56B
$1K ﹤0.01%
64
+51
BJRI icon
1940
BJ's Restaurants
BJRI
$771M
$1K ﹤0.01%
24
BOOT icon
1941
Boot Barn
BOOT
$5.68B
$1K ﹤0.01%
19
BTAI icon
1942
BioXcel Therapeutics
BTAI
$36.7M
$1K ﹤0.01%
+2
BBBY
1943
Bed Bath & Beyond
BBBY
$505M
$1K ﹤0.01%
+17
CACC icon
1944
Credit Acceptance
CACC
$4.73B
$1K ﹤0.01%
+2
CALM icon
1945
Cal-Maine
CALM
$4.35B
$1K ﹤0.01%
+44
CALX icon
1946
Calix
CALX
$4.32B
$1K ﹤0.01%
30
+19
CASH icon
1947
Pathward Financial
CASH
$1.52B
$1K ﹤0.01%
30
CCBG icon
1948
Capital City Bank Group
CCBG
$671M
$1K ﹤0.01%
+48
CCEP icon
1949
Coca-Cola Europacific Partners
CCEP
$39.3B
$1K ﹤0.01%
24
+6
CCS icon
1950
Century Communities
CCS
$1.76B
$1K ﹤0.01%
19
-12