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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,893
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.54M
3
+$1.43M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$550K
5
TCDA
Tricida, Inc. Common Stock
TCDA
+$451K

Top Sells

1
+$19.9M
2
+$18.6M
3
+$7.08M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.68M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.33M

Sector Composition

1 Technology 7.36%
2 Financials 4.95%
3 Consumer Discretionary 3.87%
4 Healthcare 3.34%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$9K ﹤0.01%
80
-13
852
$9K ﹤0.01%
276
853
$9K ﹤0.01%
77
-3
854
$9K ﹤0.01%
74
+40
855
$9K ﹤0.01%
807
+556
856
$9K ﹤0.01%
52
-20
857
$9K ﹤0.01%
1,178
+1,109
858
$9K ﹤0.01%
352
-56
859
$9K ﹤0.01%
176
+54
860
$9K ﹤0.01%
158
+1
861
$8K ﹤0.01%
1,066
862
$8K ﹤0.01%
208
-13
863
$8K ﹤0.01%
103
-7
864
$8K ﹤0.01%
156
+26
865
$8K ﹤0.01%
88
+77
866
$8K ﹤0.01%
114
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867
$8K ﹤0.01%
154
-16
868
$8K ﹤0.01%
998
+307
869
$8K ﹤0.01%
118
-15
870
$8K ﹤0.01%
290
+1
871
$8K ﹤0.01%
603
+445
872
$8K ﹤0.01%
495
+278
873
$8K ﹤0.01%
750
874
$8K ﹤0.01%
211
+1
875
$8K ﹤0.01%
111
-34
33 34
35
36 37