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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
1276
$2K ﹤0.01%
731
-295
1277
$2K ﹤0.01%
135
+1
1278
$2K ﹤0.01%
65
-385
1279
$2K ﹤0.01%
58
1280
$2K ﹤0.01%
+186
1281
$2K ﹤0.01%
76
-20
1282
$2K ﹤0.01%
287
-23
1283
$2K ﹤0.01%
340
1284
$2K ﹤0.01%
36
1285
$2K ﹤0.01%
217
-226
1286
$2K ﹤0.01%
153
1287
$2K ﹤0.01%
963
-340
1288
$2K ﹤0.01%
19
1289
$2K ﹤0.01%
+329
1290
$2K ﹤0.01%
326
1291
$2K ﹤0.01%
154
+30
1292
$2K ﹤0.01%
69
1293
$2K ﹤0.01%
204
1294
$2K ﹤0.01%
839
-1,434
1295
$2K ﹤0.01%
46
1296
$2K ﹤0.01%
20
1297
$2K ﹤0.01%
65
1298
$2K ﹤0.01%
191
+2
1299
$2K ﹤0.01%
29
+3
1300
$2K ﹤0.01%
59
50 51
52
53 54