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
1551
$1K ﹤0.01%
37
-59
1552
$1K ﹤0.01%
88
-59
1553
$1K ﹤0.01%
28
1554
$1K ﹤0.01%
73
1555
$1K ﹤0.01%
239
-376
1556
$1K ﹤0.01%
140
1557
$1K ﹤0.01%
+36
1558
$1K ﹤0.01%
+37
1559
$1K ﹤0.01%
25
-93
1560
$1K ﹤0.01%
202
-4
1561
$1K ﹤0.01%
17
1562
$1K ﹤0.01%
38
1563
$1K ﹤0.01%
49
-9
1564
$1K ﹤0.01%
15
1565
$1K ﹤0.01%
48
-78
1566
$1K ﹤0.01%
92
1567
$1K ﹤0.01%
12
1568
$1K ﹤0.01%
118
1569
$1K ﹤0.01%
61
1570
$1K ﹤0.01%
104
1571
$1K ﹤0.01%
146
1572
$1K ﹤0.01%
70
1573
$1K ﹤0.01%
67
-51
1574
$0 ﹤0.01%
23
-65
1575
$0 ﹤0.01%
+41
61 62
63
64 65