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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
1226
$3K ﹤0.01%
+95
1227
$3K ﹤0.01%
97
-74
1228
$3K ﹤0.01%
29
-8
1229
$3K ﹤0.01%
40
1230
$3K ﹤0.01%
63
1231
$3K ﹤0.01%
274
-51
1232
$3K ﹤0.01%
134
1233
$3K ﹤0.01%
+236
1234
$3K ﹤0.01%
504
1235
$3K ﹤0.01%
39
1236
$3K ﹤0.01%
13
1237
$3K ﹤0.01%
91
1238
$3K ﹤0.01%
153
1239
$3K ﹤0.01%
40
1240
$3K ﹤0.01%
54
1241
$3K ﹤0.01%
126
+48
1242
$3K ﹤0.01%
78
1243
$3K ﹤0.01%
122
1244
$3K ﹤0.01%
163
1245
$2K ﹤0.01%
110
1246
$2K ﹤0.01%
661
1247
$2K ﹤0.01%
468
+214
1248
$2K ﹤0.01%
97
1249
$2K ﹤0.01%
64
-40
1250
$2K ﹤0.01%
168
48 49
50
51 52