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
1876
$0 ﹤0.01%
116
-181
1877
$0 ﹤0.01%
109
-11
1878
– –
-92
1879
$0 ﹤0.01%
22
1880
$0 ﹤0.01%
43
1881
– –
-5
1882
$0 ﹤0.01%
34
-105
1883
– –
-40
1884
$0 ﹤0.01%
8
-55
1885
$0 ﹤0.01%
6
1886
$0 ﹤0.01%
3
1887
– –
-586
1888
– –
-117
1889
$0 ﹤0.01%
192
1890
$0 ﹤0.01%
21
-36
72 73 74 75
76