BCA
Berman Capital Advisors Portfolio holdings
AUM
$636M
1-Year Est. Return
30.04%
1 Year Est. Return
+30.04%
AUM
$636M
AUM Growth
+$7.43M
(+1.2%)
Holding
2,331
Top Buys
| 1 | +$9.55M | |
| 2 | +$8.43M | |
| 3 | +$7.22M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$4.94M |
| 5 |
Microsoft
MSFT
|
+$2.6M |
Top Sells
| 1 | +$28.1M | |
| 2 | +$20.7M | |
| 3 | +$4.21M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.98M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2326
Rush Enterprises Class B
RUSHB
$4.08B
| $0 | ﹤0.01% |
+9
|
|
||
2327
Revolve Group
RVLV
$1.58B
| $0 | ﹤0.01% |
+9
|
|
||
2328
Retractable Technologies
RVP
$26.3M
| $0 | ﹤0.01% |
+41
|
|
||
2329
Rhythm Pharmaceuticals
RYTM
$7.56B
| – | – |
-42
|
|
||
2330
Sabesp
SBS
$16.8B
| $0 | ﹤0.01% |
133
+37
|
|
||
2331
Scansource
SCSC
$947M
| $0 | ﹤0.01% |
+9
|
|