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
176
$226K 0.05%
2,677
+29
177
$223K 0.05%
1,046
+180
178
$223K 0.05%
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+222
179
$221K 0.05%
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180
$217K 0.05%
2,340
-33
181
$215K 0.04%
772
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182
$214K 0.04%
9,112
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183
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3,978
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184
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645
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185
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186
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187
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189
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190
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191
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192
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194
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195
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196
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1,360
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197
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198
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3,192
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199
$183K 0.04%
2,423
+178
200
$180K 0.04%
5,628
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