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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
1351
$2K ﹤0.01%
42
1352
$2K ﹤0.01%
393
1353
$2K ﹤0.01%
108
-58
1354
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40
1355
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146
-1
1356
$2K ﹤0.01%
182
+44
1357
$2K ﹤0.01%
+190
1358
$2K ﹤0.01%
37
1359
$2K ﹤0.01%
108
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1360
$2K ﹤0.01%
13
-274
1361
$2K ﹤0.01%
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+4
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$2K ﹤0.01%
61
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1363
$2K ﹤0.01%
167
-82
1364
$2K ﹤0.01%
155
-143
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$2K ﹤0.01%
118
1366
$2K ﹤0.01%
49
1367
$2K ﹤0.01%
+371
1368
$2K ﹤0.01%
29
-17
1369
$2K ﹤0.01%
90
+14
1370
$2K ﹤0.01%
155
1371
$2K ﹤0.01%
36
1372
$2K ﹤0.01%
208
1373
$2K ﹤0.01%
+110
1374
$2K ﹤0.01%
90
+52
1375
$2K ﹤0.01%
101
+83
53 54
55
56 57