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
276
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207
+8
277
$65K 0.02%
287
+215
278
$65K 0.02%
1,225
279
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308
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280
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281
$64K 0.02%
366
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282
$64K 0.02%
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283
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284
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3,498
-1,320
285
$63K 0.02%
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286
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287
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290
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291
$60K 0.02%
51
292
$60K 0.02%
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293
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294
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295
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296
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297
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268
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298
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393
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299
$58K 0.02%
165
300
$57K 0.02%
911
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10 11
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