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
576
$17K ﹤0.01%
521
+29
577
$17K ﹤0.01%
189
+1
578
$17K ﹤0.01%
358
+17
579
$17K ﹤0.01%
680
580
$17K ﹤0.01%
892
-435
581
$17K ﹤0.01%
104
-10
582
$17K ﹤0.01%
553
+136
583
$16K ﹤0.01%
627
-74
584
$16K ﹤0.01%
433
+2
585
$16K ﹤0.01%
210
-39
586
$16K ﹤0.01%
386
+1
587
$16K ﹤0.01%
247
+1
588
$16K ﹤0.01%
168
589
$16K ﹤0.01%
276
+28
590
$16K ﹤0.01%
420
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591
$16K ﹤0.01%
224
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$16K ﹤0.01%
1,602
-185
593
$16K ﹤0.01%
1,020
+15
594
$16K ﹤0.01%
92
595
$16K ﹤0.01%
318
+30
596
$16K ﹤0.01%
225
597
$16K ﹤0.01%
666
598
$16K ﹤0.01%
433
-126
599
$16K ﹤0.01%
670
+221
600
$16K ﹤0.01%
287
+2
22 23
24
25 26