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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
1951
– –
-556
1952
$0 ﹤0.01%
18
-7
1953
– –
-501
1954
$0 ﹤0.01%
26
1955
$0 ﹤0.01%
+1
1956
– –
0
1957
$0 ﹤0.01%
13
1958
– –
0
1959
$0 ﹤0.01%
+8
1960
$0 ﹤0.01%
+8
1961
– –
-6
1962
– –
-34
1963
$0 ﹤0.01%
+2
1964
$0 ﹤0.01%
28
1965
$0 ﹤0.01%
20
1966
$0 ﹤0.01%
21
1967
$0 ﹤0.01%
16
1968
$0 ﹤0.01%
12
1969
$0 ﹤0.01%
10
1970
$0 ﹤0.01%
32
1971
$0 ﹤0.01%
40
-8
1972
$0 ﹤0.01%
16
1973
$0 ﹤0.01%
+17
1974
$0 ﹤0.01%
6
+3
1975
$0 ﹤0.01%
11
-4
76 77 78
79
80