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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
1201
$3K ﹤0.01%
26
-10
1202
$3K ﹤0.01%
12
1203
$3K ﹤0.01%
78
1204
$3K ﹤0.01%
330
-69
1205
$3K ﹤0.01%
181
-379
1206
$3K ﹤0.01%
+296
1207
$3K ﹤0.01%
+87
1208
$3K ﹤0.01%
70
+31
1209
$3K ﹤0.01%
27
1210
$3K ﹤0.01%
232
-20
1211
$3K ﹤0.01%
86
-82
1212
$3K ﹤0.01%
229
-229
1213
$3K ﹤0.01%
72
+56
1214
$3K ﹤0.01%
2
1215
$3K ﹤0.01%
848
1216
$3K ﹤0.01%
175
-228
1217
$3K ﹤0.01%
13
1218
$3K ﹤0.01%
134
1219
$3K ﹤0.01%
125
-158
1220
$3K ﹤0.01%
182
+33
1221
$3K ﹤0.01%
262
-4
1222
$3K ﹤0.01%
202
+56
1223
$3K ﹤0.01%
35
1224
$3K ﹤0.01%
+665
1225
$3K ﹤0.01%
66
+19
47 48
49
50 51