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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
901
$8K ﹤0.01%
111
-11
902
$8K ﹤0.01%
83
-50
903
$8K ﹤0.01%
+829
904
$8K ﹤0.01%
375
+200
905
$8K ﹤0.01%
913
906
$8K ﹤0.01%
322
907
$8K ﹤0.01%
369
-314
908
$7K ﹤0.01%
3,160
909
$7K ﹤0.01%
728
910
$7K ﹤0.01%
84
-16
911
$7K ﹤0.01%
129
-80
912
$7K ﹤0.01%
111
913
$7K ﹤0.01%
400
-11
914
$7K ﹤0.01%
275
915
$7K ﹤0.01%
169
+2
916
$7K ﹤0.01%
42
-22
917
$7K ﹤0.01%
16
918
$7K ﹤0.01%
77
-33
919
$7K ﹤0.01%
294
-25
920
$7K ﹤0.01%
86
-7
921
$7K ﹤0.01%
224
+10
922
$7K ﹤0.01%
54
+22
923
$7K ﹤0.01%
322
-184
924
$7K ﹤0.01%
1,788
+1,561
925
$7K ﹤0.01%
338
-342
35 36
37
38 39