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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
1026
$5K ﹤0.01%
177
1027
$5K ﹤0.01%
883
1028
$5K ﹤0.01%
125
-20
1029
$5K ﹤0.01%
+85
1030
$5K ﹤0.01%
96
1031
$5K ﹤0.01%
413
1032
$5K ﹤0.01%
15
1033
$5K ﹤0.01%
46
1034
$5K ﹤0.01%
768
+609
1035
$5K ﹤0.01%
98
1036
$5K ﹤0.01%
485
+14
1037
$5K ﹤0.01%
57
1038
$5K ﹤0.01%
6
1039
$5K ﹤0.01%
196
+6
1040
$5K ﹤0.01%
259
-22
1041
$5K ﹤0.01%
+467
1042
$5K ﹤0.01%
427
-1
1043
$5K ﹤0.01%
441
-40
1044
$5K ﹤0.01%
859
1045
$5K ﹤0.01%
498
+308
1046
$5K ﹤0.01%
142
+45
1047
$5K ﹤0.01%
+123
1048
$5K ﹤0.01%
572
-20
1049
$5K ﹤0.01%
65
+29
1050
$5K ﹤0.01%
+434
40 41
42
43 44