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
BEKE icon
2001
KE Holdings
BEKE
$18.7B
$1K ﹤0.01%
88
+55
BFIN icon
2002
BankFinancial
BFIN
$156M
$1K ﹤0.01%
172
BH icon
2003
Biglari Holdings Class B
BH
$1.08B
$1K ﹤0.01%
7
BHB icon
2004
Bar Harbor Bankshares
BHB
$547M
$1K ﹤0.01%
46
BHE icon
2005
Benchmark Electronics
BHE
$1.59B
$1K ﹤0.01%
64
+51
BJRI icon
2006
BJ's Restaurants
BJRI
$873M
$1K ﹤0.01%
24
BKD icon
2007
Brookdale Senior Living
BKD
$2.54B
$1K ﹤0.01%
+187
BOOT icon
2008
Boot Barn
BOOT
$5.7B
$1K ﹤0.01%
19
BTAI icon
2009
BioXcel Therapeutics
BTAI
$39.6M
$1K ﹤0.01%
+2
BBBY
2010
Bed Bath & Beyond
BBBY
$419M
$1K ﹤0.01%
+19
CACC icon
2011
Credit Acceptance
CACC
$5.12B
$1K ﹤0.01%
+2
CCEP icon
2012
Coca-Cola Europacific Partners
CCEP
$41.6B
$1K ﹤0.01%
24
+6
CCS icon
2013
Century Communities
CCS
$1.74B
$1K ﹤0.01%
19
-12
CCU icon
2014
Compañía de Cervecerías Unidas
CCU
$2.32B
$1K ﹤0.01%
87
-117
CFFN icon
2015
Capitol Federal Financial
CFFN
$927M
$1K ﹤0.01%
110
CIG icon
2016
CEMIG Preferred Shares
CIG
$5.66B
$1K ﹤0.01%
1,328
CLPR
2017
Clipper Realty
CLPR
$54.4M
$1K ﹤0.01%
225
CM icon
2018
Canadian Imperial Bank of Commerce
CM
$86.4B
$1K ﹤0.01%
30
CNNE icon
2019
Cannae Holdings
CNNE
$827M
$1K ﹤0.01%
+45
CNS icon
2020
Cohen & Steers
CNS
$3.18B
$1K ﹤0.01%
21
-1
COHU icon
2021
Cohu
COHU
$1.1B
$1K ﹤0.01%
38
+11
CORT icon
2022
Corcept Therapeutics
CORT
$8.84B
$1K ﹤0.01%
74
+27
CRIS icon
2023
Curis
CRIS
$14.1M
$1K ﹤0.01%
+7
CVE icon
2024
Cenovus Energy
CVE
$31.2B
$1K ﹤0.01%
128
-141
CWST icon
2025
Casella Waste Systems
CWST
$6.34B
$1K ﹤0.01%
23