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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
1001
$6K ﹤0.01%
83
-95
1002
$6K ﹤0.01%
297
+52
1003
$6K ﹤0.01%
755
-6
1004
$6K ﹤0.01%
253
-13
1005
$6K ﹤0.01%
100
1006
$6K ﹤0.01%
254
+49
1007
$6K ﹤0.01%
20
1008
$6K ﹤0.01%
806
+4
1009
$6K ﹤0.01%
228
1010
$6K ﹤0.01%
+182
1011
$6K ﹤0.01%
2,270
1012
$6K ﹤0.01%
114
1013
$5K ﹤0.01%
46
+12
1014
$5K ﹤0.01%
444
1015
$5K ﹤0.01%
1,173
1016
$5K ﹤0.01%
94
-46
1017
$5K ﹤0.01%
109
+62
1018
$5K ﹤0.01%
87
1019
$5K ﹤0.01%
46
+7
1020
$5K ﹤0.01%
144
1021
$5K ﹤0.01%
35
-2
1022
$5K ﹤0.01%
24
1023
$5K ﹤0.01%
158
1024
$5K ﹤0.01%
574
1025
$5K ﹤0.01%
37
+5
39 40
41
42 43