We are live on ! Find out more
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
1401
$1K ﹤0.01%
14
1402
$1K ﹤0.01%
62
-6
1403
$1K ﹤0.01%
25
1404
$1K ﹤0.01%
165
1405
$1K ﹤0.01%
316
1406
$1K ﹤0.01%
18
-4
1407
$1K ﹤0.01%
19
-11
1408
$1K ﹤0.01%
+92
1409
$1K ﹤0.01%
11
-8
1410
$1K ﹤0.01%
1
1411
$1K ﹤0.01%
192
+28
1412
$1K ﹤0.01%
50
1413
$1K ﹤0.01%
+126
1414
$1K ﹤0.01%
42
1415
$1K ﹤0.01%
89
+58
1416
$1K ﹤0.01%
31
1417
$1K ﹤0.01%
+95
1418
$1K ﹤0.01%
51
1419
$1K ﹤0.01%
14
-2,725
1420
$1K ﹤0.01%
54
1421
$1K ﹤0.01%
213
+129
1422
$1K ﹤0.01%
43
-186
1423
$1K ﹤0.01%
31
-93
1424
$1K ﹤0.01%
+79
1425
$1K ﹤0.01%
94
55 56
57
58 59