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
626
$15K ﹤0.01%
111
+1
627
$15K ﹤0.01%
92
+1
628
$15K ﹤0.01%
141
-15
629
$15K ﹤0.01%
275
630
$14K ﹤0.01%
183
631
$14K ﹤0.01%
95
632
$14K ﹤0.01%
126
633
$14K ﹤0.01%
129
634
$14K ﹤0.01%
250
+188
635
$14K ﹤0.01%
187
636
$14K ﹤0.01%
453
+10
637
$14K ﹤0.01%
714
-39
638
$14K ﹤0.01%
486
+2
639
$14K ﹤0.01%
+90
640
$14K ﹤0.01%
656
+3
641
$14K ﹤0.01%
1,093
+287
642
$14K ﹤0.01%
1,086
643
$14K ﹤0.01%
241
-30
644
$14K ﹤0.01%
597
-235
645
$13K ﹤0.01%
123
+3
646
$13K ﹤0.01%
170
+1
647
$13K ﹤0.01%
480
648
$13K ﹤0.01%
355
+155
649
$13K ﹤0.01%
194
-9
650
$13K ﹤0.01%
130
24 25
26
27 28