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
301
$57K 0.02%
450
-6
302
$57K 0.02%
270
-9
303
$56K 0.02%
914
+237
304
$56K 0.02%
747
305
$56K 0.02%
150
306
$55K 0.02%
2,319
+225
307
$55K 0.02%
1,043
+122
308
$55K 0.02%
1,010
+3
309
$55K 0.02%
232
-4
310
$55K 0.02%
500
311
$55K 0.02%
500
+55
312
$55K 0.02%
1,168
+235
313
$55K 0.02%
288
314
$54K 0.02%
368
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315
$54K 0.02%
574
316
$54K 0.02%
939
+334
317
$53K 0.02%
1,830
318
$53K 0.02%
657
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$52K 0.02%
1,198
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320
$52K 0.02%
160
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321
$51K 0.01%
88
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322
$50K 0.01%
243
323
$50K 0.01%
535
324
$50K 0.01%
1,029
325
$49K 0.01%
326
11 12
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