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
$479M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,001
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.29M
3
+$4.11M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.74M

Top Sells

1
+$6.53M
2
+$2.93M
3
+$2.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2M
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 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$0 ﹤0.01%
28
1927
$0 ﹤0.01%
12
-6
1928
$0 ﹤0.01%
41
1929
$0 ﹤0.01%
7
1930
$0 ﹤0.01%
+1
1931
– –
-998
1932
$0 ﹤0.01%
+90
1933
$0 ﹤0.01%
25
1934
$0 ﹤0.01%
7
+1
1935
$0 ﹤0.01%
12
+7
1936
$0 ﹤0.01%
24
1937
$0 ﹤0.01%
11
1938
– –
-152
1939
$0 ﹤0.01%
3
1940
– –
-400
1941
$0 ﹤0.01%
30
-1
1942
$0 ﹤0.01%
+21
1943
$0 ﹤0.01%
+31
1944
– –
0
1945
$0 ﹤0.01%
+12
1946
$0 ﹤0.01%
+23
1947
– –
0
1948
– –
-44
1949
$0 ﹤0.01%
36
1950
– –
-5
76 77
78
79 80