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BCA
Berman Capital Advisors Portfolio holdings
AUM
$636M
1-Year Est. Return
30.04%
This Fund
S&P 500
1 Year Est. Return
+30.04%
AUM
$636M
AUM Growth
+$7.43M
(+1.2%)
Holding
2,331
Top Buys
| 1 | +$9.79M | |
| 2 | +$8.67M | |
| 3 | +$7.65M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$5.07M |
| 5 |
Microsoft
MSFT
|
+$2.68M |
Top Sells
| 1 | +$29.9M | |
| 2 | +$20.9M | |
| 3 | +$4.34M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.04M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.88M |
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
Rhythm Pharmaceuticals
RYTM
$6.64B
| – | – |
-42
|
|
||
2327
Sabesp
SBS
$18.4B
| $0 | ﹤0.01% |
686
+191
|
|
||
2328
Scansource
SCSC
$1.01B
| $0 | ﹤0.01% |
+9
|
|
||
|
SCVL
2329
DELISTED
Shoe Carnival
SCVL
| $0 | ﹤0.01% |
+16
|
|
||
2330
Seaboard Corp
SEB
$4.59B
| – | – |
-1
|
|
||
2331
SolarEdge
SEDG
$3.53B
| – | – |
-6
|
|