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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
1151
$4K ﹤0.01%
84
1152
$4K ﹤0.01%
231
-43
1153
$4K ﹤0.01%
198
1154
$4K ﹤0.01%
43
1155
$4K ﹤0.01%
1,055
1156
$4K ﹤0.01%
254
-263
1157
$4K ﹤0.01%
59
+23
1158
$4K ﹤0.01%
+614
1159
$4K ﹤0.01%
154
-21
1160
$3K ﹤0.01%
222
1161
$3K ﹤0.01%
+107
1162
$3K ﹤0.01%
234
+76
1163
$3K ﹤0.01%
185
+37
1164
$3K ﹤0.01%
159
+58
1165
$3K ﹤0.01%
57
1166
$3K ﹤0.01%
107
1167
$3K ﹤0.01%
4
-1
1168
$3K ﹤0.01%
73
1169
$3K ﹤0.01%
78
-54
1170
$3K ﹤0.01%
1,231
+470
1171
$3K ﹤0.01%
627
1172
$3K ﹤0.01%
194
1173
$3K ﹤0.01%
29
+7
1174
$3K ﹤0.01%
63
+13
1175
$3K ﹤0.01%
91
45 46
47
48 49