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
601
$16K ﹤0.01%
301
-144
602
$16K ﹤0.01%
179
+1
603
$16K ﹤0.01%
206
604
$16K ﹤0.01%
611
+2
605
$16K ﹤0.01%
104
606
$16K ﹤0.01%
336
-37
607
$16K ﹤0.01%
278
+1
608
$15K ﹤0.01%
528
+12
609
$15K ﹤0.01%
1,945
+220
610
$15K ﹤0.01%
341
611
$15K ﹤0.01%
341
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612
$15K ﹤0.01%
324
-16
613
$15K ﹤0.01%
808
614
$15K ﹤0.01%
113
-7
615
$15K ﹤0.01%
104
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616
$15K ﹤0.01%
102
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617
$15K ﹤0.01%
1,078
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618
$15K ﹤0.01%
142
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619
$15K ﹤0.01%
474
620
$15K ﹤0.01%
900
+200
621
$15K ﹤0.01%
72
622
$15K ﹤0.01%
153
+45
623
$15K ﹤0.01%
319
+2
624
$15K ﹤0.01%
197
625
$15K ﹤0.01%
+13
23 24
25
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