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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
$636M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,331
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.67M
3
+$7.65M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$5.07M
5
MSFT icon
Microsoft
MSFT
+$2.68M

Top Sells

1
+$29.9M
2
+$20.9M
3
+$4.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.88M

Sector Composition

1 Technology 10.36%
2 Financials 7.39%
3 Consumer Discretionary 5.62%
4 Healthcare 4.92%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLDR
1526
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$4K ﹤0.01%
790
+622
SJI
1527
DELISTED
South Jersey Industries, Inc.
SJI
$4K ﹤0.01%
194
-93
GBT
1528
DELISTED
Global Blood Therapeutics, Inc.
GBT
$4K ﹤0.01%
+175
MANT
1529
DELISTED
Mantech International Corp
MANT
$4K ﹤0.01%
57
+26
SNP
1530
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$4K ﹤0.01%
84
+23
PTR
1531
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$4K ﹤0.01%
93
+8
HNP
1532
DELISTED
Huaneng Power Intl, Inc.
HNP
$4K ﹤0.01%
203
+5
CPLG
1533
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$4K ﹤0.01%
315
REGI
1534
DELISTED
Renewable Energy Group, Inc.
REGI
$4K ﹤0.01%
95
-18
STFC
1535
DELISTED
State Auto Financial Corp
STFC
$4K ﹤0.01%
79
MNR
1536
DELISTED
Monmouth Real Estate Investment Corp
MNR
$4K ﹤0.01%
214
+113
PDCO
1537
DELISTED
Patterson Companies, Inc.
PDCO
$4K ﹤0.01%
163
GFI icon
1538
Gold Fields
GFI
$34.5B
$4K ﹤0.01%
599
-326
GGB icon
1539
Gerdau
GGB
$8.21B
$4K ﹤0.01%
1,144
+2
HDB icon
1540
HDFC Bank
HDB
$129B
$4K ﹤0.01%
118
JBGS
1541
JBG SMITH
JBGS
$825M
$4K ﹤0.01%
141
+4
LOGI icon
1542
Logitech
LOGI
$15.5B
$4K ﹤0.01%
51
+16
LYG icon
1543
Lloyds Banking Group
LYG
$80.6B
$4K ﹤0.01%
2,011
+1,524
MAN icon
1544
ManpowerGroup
MAN
$1.56B
$4K ﹤0.01%
38
+14
CSTM icon
1545
Constellium
CSTM
$4.63B
$3K ﹤0.01%
203
LAND
1546
Gladstone Land Corp
LAND
$374M
$3K ﹤0.01%
163
+1
JBTM
1547
JBT Marel
JBTM
$6.9B
$3K ﹤0.01%
27
ALTA
1548
DELISTED
Altabancorp
ALTA
$3K ﹤0.01%
82
ACRS icon
1549
Aclaris Therapeutics
ACRS
$628M
$3K ﹤0.01%
+170
AMPH icon
1550
Amphastar Pharmaceuticals
AMPH
$829M
$3K ﹤0.01%
179
+7
60 61
62
63 64