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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
1451
$1K ﹤0.01%
49
-44
1452
$1K ﹤0.01%
589
-447
1453
$1K ﹤0.01%
33
1454
$1K ﹤0.01%
34
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1455
$1K ﹤0.01%
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1456
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-144
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$1K ﹤0.01%
+111
1459
$1K ﹤0.01%
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1460
$1K ﹤0.01%
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1461
$1K ﹤0.01%
7
1462
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1463
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41
1464
$1K ﹤0.01%
226
-381
1465
$1K ﹤0.01%
277
-55
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$1K ﹤0.01%
396
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1467
$1K ﹤0.01%
701
+93
1468
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+134
1469
$1K ﹤0.01%
7
-3
1470
$1K ﹤0.01%
+172
1471
$1K ﹤0.01%
60
1472
$1K ﹤0.01%
141
+79
1473
$1K ﹤0.01%
19
+5
1474
$1K ﹤0.01%
64
-36
1475
$1K ﹤0.01%
103
-254
57 58
59
60 61