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
251
$83K 0.02%
3,419
+614
252
$83K 0.02%
2,071
+76
253
$81K 0.02%
2,780
-20
254
$81K 0.02%
618
+28
255
$79K 0.02%
746
+427
256
$77K 0.02%
527
-83
257
$77K 0.02%
650
258
$76K 0.02%
2,107
-82
259
$75K 0.02%
+674
260
$75K 0.02%
585
+1
261
$73K 0.02%
2,449
+114
262
$73K 0.02%
199
+12
263
$72K 0.02%
396
+23
264
$72K 0.02%
576
-207
265
$71K 0.02%
4,234
+90
266
$70K 0.02%
1,532
+7
267
$70K 0.02%
1,500
268
$69K 0.02%
+1,840
269
$69K 0.02%
356
+203
270
$68K 0.02%
3,247
-686
271
$67K 0.02%
1,802
+173
272
$67K 0.02%
1,832
-379
273
$67K 0.02%
610
-149
274
$66K 0.02%
571
+1
275
$66K 0.02%
1,691
+705
9 10
11
12 13