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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
1651
$0 ﹤0.01%
24
+11
1652
$0 ﹤0.01%
98
1653
$0 ﹤0.01%
+8
1654
– –
-197
1655
– –
-15
1656
$0 ﹤0.01%
16
1657
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1658
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-86
1659
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1660
$0 ﹤0.01%
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1661
$0 ﹤0.01%
46
-42
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-1,200
1663
$0 ﹤0.01%
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1664
$0 ﹤0.01%
7
1665
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$0 ﹤0.01%
+46
1667
$0 ﹤0.01%
18
1668
– –
-2,564
1669
$0 ﹤0.01%
12
1670
– –
-11
1671
$0 ﹤0.01%
4
1672
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-2,836
1673
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-140,838
1674
– –
-64
1675
– –
-105
65 66
67
68 69