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
326
$49K 0.01%
371
+1
327
$48K 0.01%
428
328
$48K 0.01%
1,136
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329
$48K 0.01%
2,580
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330
$48K 0.01%
870
331
$48K 0.01%
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332
$47K 0.01%
350
+287
333
$47K 0.01%
560
334
$46K 0.01%
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335
$46K 0.01%
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336
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665
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337
$46K 0.01%
412
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338
$45K 0.01%
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339
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340
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322
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341
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300
342
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761
343
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344
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345
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346
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127
347
$43K 0.01%
368
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348
$43K 0.01%
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349
$43K 0.01%
419
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350
$43K 0.01%
689
+609
12 13
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