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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
1126
$4K ﹤0.01%
718
-136
1127
$4K ﹤0.01%
32
1128
$4K ﹤0.01%
121
1129
$4K ﹤0.01%
16
1130
$4K ﹤0.01%
39
1131
$4K ﹤0.01%
66
+46
1132
$4K ﹤0.01%
206
1133
$4K ﹤0.01%
373
1134
$4K ﹤0.01%
60
1135
$4K ﹤0.01%
59
1136
$4K ﹤0.01%
82
1137
$4K ﹤0.01%
110
1138
$4K ﹤0.01%
101
+1
1139
$4K ﹤0.01%
170
-62
1140
$4K ﹤0.01%
68
-16
1141
$4K ﹤0.01%
252
1142
$4K ﹤0.01%
399
+3
1143
$4K ﹤0.01%
142
-104
1144
$4K ﹤0.01%
88
1145
$4K ﹤0.01%
185
-211
1146
$4K ﹤0.01%
157
1147
$4K ﹤0.01%
650
-117
1148
$4K ﹤0.01%
133
-177
1149
$4K ﹤0.01%
329
1150
$4K ﹤0.01%
446
-22
44 45
46
47 48