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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
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
+$1.97M
2
+$1.65M
3
+$1.13M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.07M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$581K

Top Sells

1
+$2.66M
2
+$1.28M
3
+$711K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$633K
5
TCDA
Tricida, Inc. Common Stock
TCDA
+$559K

Sector Composition

1 Technology 5.49%
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
651
$13K ﹤0.01%
151
-43
652
$13K ﹤0.01%
2,866
-425
653
$13K ﹤0.01%
477
+66
654
$13K ﹤0.01%
319
+1
655
$13K ﹤0.01%
1,618
+80
656
$13K ﹤0.01%
123
+3
657
$13K ﹤0.01%
170
+1
658
$13K ﹤0.01%
480
659
$13K ﹤0.01%
355
+155
660
$13K ﹤0.01%
194
-9
661
$13K ﹤0.01%
296
662
$12K ﹤0.01%
453
663
$12K ﹤0.01%
690
664
$12K ﹤0.01%
98
665
$12K ﹤0.01%
414
+22
666
$12K ﹤0.01%
2,331
667
$12K ﹤0.01%
206
+1
668
$12K ﹤0.01%
811
+3
669
$12K ﹤0.01%
102
+70
670
$12K ﹤0.01%
712
+133
671
$12K ﹤0.01%
159
+1
672
$12K ﹤0.01%
155
673
$12K ﹤0.01%
156
+1
674
$12K ﹤0.01%
508
675
$12K ﹤0.01%
246
25 26
27
28 29