BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.71M
3
+$1.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$486K

Top Sells

1
+$2.76M
2
+$1.27M
3
+$661K
4
TCDA
Tricida, Inc. Common Stock
TCDA
+$565K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$545K

Sector Composition

1 Technology 5.48%
2 Financials 4.18%
3 Consumer Discretionary 3.27%
4 Healthcare 2.44%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95K 0.03%
825
227
$95K 0.03%
3,105
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228
$94K 0.03%
2,690
229
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230
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231
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232
$91K 0.03%
662
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233
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234
$90K 0.03%
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235
$90K 0.03%
1,833
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236
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342
237
$89K 0.03%
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238
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239
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$88K 0.03%
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241
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242
$87K 0.03%
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243
$86K 0.02%
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244
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245
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246
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606
247
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248
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470
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249
$83K 0.02%
484
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250
$83K 0.02%
1,530
-119
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