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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
$237M
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$441K
3
+$383K
4
ZUO
Zuora, Inc.
ZUO
+$314K
5
DOCU
DocuSign
DOCU
+$302K

Top Sells

1
+$10.1M
2
+$5.59M
3
+$5.49M
4
WDAY icon
Workday
WDAY
+$3.64M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$3.52M

Sector Composition

1 Technology 3.22%
2 Financials 2.91%
3 Energy 1.97%
4 Communication Services 1.65%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-49,509
127
– –
-6,984
128
– –
-127,194
129
– –
-11,576
130
– –
-85,118
131
– –
-8,893
132
– –
-30,072
2 3 4 5
6