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
1951
$0 ﹤0.01%
15
1952
$0 ﹤0.01%
14
1953
$0 ﹤0.01%
9
1954
$0 ﹤0.01%
10
1955
$0 ﹤0.01%
+1
1956
– –
0
1957
– –
-556
1958
$0 ﹤0.01%
18
-7
1959
– –
-501
1960
$0 ﹤0.01%
26
1961
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+1
1962
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0
1963
$0 ﹤0.01%
13
1964
– –
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1965
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+8
1966
$0 ﹤0.01%
+8
1967
– –
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1968
$0 ﹤0.01%
+10
1969
– –
-34
1970
$0 ﹤0.01%
+2
1971
$0 ﹤0.01%
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1972
$0 ﹤0.01%
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1973
$0 ﹤0.01%
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1974
$0 ﹤0.01%
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1975
$0 ﹤0.01%
12
76 77 78
79
80