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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
1176
$3K ﹤0.01%
226
+4
1177
$3K ﹤0.01%
65
-82
1178
$3K ﹤0.01%
109
1179
$3K ﹤0.01%
42
1180
$3K ﹤0.01%
200
+44
1181
$3K ﹤0.01%
376
1182
$3K ﹤0.01%
118
-496
1183
$3K ﹤0.01%
108
+1
1184
$3K ﹤0.01%
666
1185
$3K ﹤0.01%
104
-23
1186
$3K ﹤0.01%
21
1187
$3K ﹤0.01%
19
1188
$3K ﹤0.01%
312
1189
$3K ﹤0.01%
437
1190
$3K ﹤0.01%
27
1191
$3K ﹤0.01%
327
+37
1192
$3K ﹤0.01%
362
1193
$3K ﹤0.01%
60
-37
1194
$3K ﹤0.01%
109
+14
1195
$3K ﹤0.01%
434
+266
1196
$3K ﹤0.01%
48
+37
1197
$3K ﹤0.01%
+20
1198
$3K ﹤0.01%
144
-53
1199
$3K ﹤0.01%
33
1200
$3K ﹤0.01%
9
+3
46 47
48
49 50