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
26
$1.89M 0.54%
6,322
-31
27
$1.67M 0.48%
24,062
+15
28
$1.58M 0.46%
45,058
-604
29
$1.55M 0.45%
31,480
-488
30
$1.51M 0.44%
11,044
+48
31
$1.42M 0.41%
6,288
+16
32
$1.15M 0.33%
9,188
-3,685
33
$1.15M 0.33%
7,855
+344
34
$1.13M 0.33%
8,290
+46
35
$1.08M 0.31%
14,214
+26
36
$1.06M 0.3%
15,780
+880
37
$1M 0.29%
14,860
+35
38
$965K 0.28%
35,258
39
$956K 0.28%
3,392
+1
40
$927K 0.27%
2,872
+933
41
$917K 0.26%
4,318
+402
42
$911K 0.26%
10,525
+51
43
$883K 0.25%
4,307
+183
44
$853K 0.25%
6,126
+195
45
$852K 0.25%
4,537
+566
46
$835K 0.24%
18,793
+63
47
$801K 0.23%
5,556
-245
48
$797K 0.23%
27,078
+2,164
49
$795K 0.23%
4,365
+12
50
$783K 0.23%
14,022
+144
1
2
3 4 5