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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
1101
$4K ﹤0.01%
210
-218
1102
$4K ﹤0.01%
70
-143
1103
$4K ﹤0.01%
54
+17
1104
$4K ﹤0.01%
1,471
-340
1105
$4K ﹤0.01%
157
1106
$4K ﹤0.01%
44
1107
$4K ﹤0.01%
37
+14
1108
$4K ﹤0.01%
499
+379
1109
$4K ﹤0.01%
102
+18
1110
$4K ﹤0.01%
19
1111
$4K ﹤0.01%
43
+40
1112
$4K ﹤0.01%
249
1113
$4K ﹤0.01%
309
1114
$4K ﹤0.01%
14
-6
1115
$4K ﹤0.01%
96
+76
1116
$4K ﹤0.01%
155
-8
1117
$4K ﹤0.01%
56
1118
$4K ﹤0.01%
532
+374
1119
$4K ﹤0.01%
19
+8
1120
$4K ﹤0.01%
90
1121
$4K ﹤0.01%
117
1122
$4K ﹤0.01%
+197
1123
$4K ﹤0.01%
49
-40
1124
$4K ﹤0.01%
+22
1125
$4K ﹤0.01%
234
43 44
45
46 47