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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
1376
$2K ﹤0.01%
47
-14
1377
$2K ﹤0.01%
11
1378
$2K ﹤0.01%
62
+27
1379
$2K ﹤0.01%
30
+25
1380
$2K ﹤0.01%
131
-51
1381
$2K ﹤0.01%
109
-32
1382
$2K ﹤0.01%
43
+11
1383
$2K ﹤0.01%
74
-17
1384
$2K ﹤0.01%
36
1385
$2K ﹤0.01%
118
-54
1386
$1K ﹤0.01%
92
-10
1387
$1K ﹤0.01%
42
1388
$1K ﹤0.01%
+27
1389
$1K ﹤0.01%
51
+1
1390
$1K ﹤0.01%
141
1391
$1K ﹤0.01%
+40
1392
$1K ﹤0.01%
315
1393
$1K ﹤0.01%
30
-10
1394
$1K ﹤0.01%
168
1395
$1K ﹤0.01%
50
1396
$1K ﹤0.01%
132
-236
1397
$1K ﹤0.01%
15
-6
1398
$1K ﹤0.01%
+24
1399
$1K ﹤0.01%
58
1400
$1K ﹤0.01%
38
54 55
56
57 58