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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
1326
$2K ﹤0.01%
47
1327
$2K ﹤0.01%
100
1328
$2K ﹤0.01%
+241
1329
$2K ﹤0.01%
168
1330
$2K ﹤0.01%
48
1331
$2K ﹤0.01%
10
1332
$2K ﹤0.01%
72
+57
1333
$2K ﹤0.01%
71
1334
$2K ﹤0.01%
55
1335
$2K ﹤0.01%
278
+4
1336
$2K ﹤0.01%
26
-34
1337
$2K ﹤0.01%
188
-28
1338
$2K ﹤0.01%
362
+3
1339
$2K ﹤0.01%
385
1340
$2K ﹤0.01%
742
-1
1341
$2K ﹤0.01%
125
-11
1342
$2K ﹤0.01%
+76
1343
$2K ﹤0.01%
19
1344
$2K ﹤0.01%
67
-47
1345
$2K ﹤0.01%
58
1346
$2K ﹤0.01%
+27
1347
$2K ﹤0.01%
130
+28
1348
$2K ﹤0.01%
61
+7
1349
$2K ﹤0.01%
64
1350
$2K ﹤0.01%
183
-262
52 53
54
55 56