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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
1051
$5K ﹤0.01%
106
+29
1052
$5K ﹤0.01%
45
1053
$5K ﹤0.01%
+180
1054
$5K ﹤0.01%
202
1055
$5K ﹤0.01%
270
1056
$5K ﹤0.01%
257
1057
$5K ﹤0.01%
795
1058
$5K ﹤0.01%
111
+91
1059
$5K ﹤0.01%
172
1060
$5K ﹤0.01%
57
1061
$5K ﹤0.01%
992
1062
$5K ﹤0.01%
205
+74
1063
$5K ﹤0.01%
231
1064
$5K ﹤0.01%
55
1065
$5K ﹤0.01%
197
-117
1066
$5K ﹤0.01%
+150
1067
$5K ﹤0.01%
+95
1068
$5K ﹤0.01%
246
+66
1069
$5K ﹤0.01%
438
+27
1070
$5K ﹤0.01%
235
-29
1071
$5K ﹤0.01%
104
-23
1072
$5K ﹤0.01%
49
1073
$5K ﹤0.01%
36
1074
$5K ﹤0.01%
35
1075
$5K ﹤0.01%
73
41 42
43
44 45