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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
1501
$1K ﹤0.01%
14
1502
$1K ﹤0.01%
12
1503
$1K ﹤0.01%
193
1504
$1K ﹤0.01%
51
+11
1505
$1K ﹤0.01%
326
1506
$1K ﹤0.01%
6
-3
1507
$1K ﹤0.01%
182
+118
1508
$1K ﹤0.01%
24
-22
1509
$1K ﹤0.01%
8
1510
$1K ﹤0.01%
52
1511
$1K ﹤0.01%
24
1512
$1K ﹤0.01%
27
1513
$1K ﹤0.01%
11
1514
$1K ﹤0.01%
11
1515
$1K ﹤0.01%
156
-62
1516
$1K ﹤0.01%
34
1517
$1K ﹤0.01%
26
1518
$1K ﹤0.01%
86
1519
$1K ﹤0.01%
+12
1520
$1K ﹤0.01%
172
+104
1521
$1K ﹤0.01%
+124
1522
$1K ﹤0.01%
180
1523
$1K ﹤0.01%
42
-28
1524
$1K ﹤0.01%
134
+2
1525
$1K ﹤0.01%
14
-38
59 60
61
62 63