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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
976
$6K ﹤0.01%
108
977
$6K ﹤0.01%
70
-25
978
$6K ﹤0.01%
74
+12
979
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67
-8
980
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+39
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35
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983
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319
+266
984
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17
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$6K ﹤0.01%
+489
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150
988
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989
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223
+57
990
$6K ﹤0.01%
686
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369
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-30
994
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-291
995
$6K ﹤0.01%
157
+15
996
$6K ﹤0.01%
27
-5
997
$6K ﹤0.01%
+141
998
$6K ﹤0.01%
116
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999
$6K ﹤0.01%
164
1000
$6K ﹤0.01%
58
+3
38 39
40
41 42