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
676
$12K ﹤0.01%
82
-139
677
$12K ﹤0.01%
86
+1
678
$12K ﹤0.01%
439
679
$12K ﹤0.01%
690
680
$12K ﹤0.01%
177
-204
681
$12K ﹤0.01%
77
+28
682
$12K ﹤0.01%
180
+16
683
$12K ﹤0.01%
458
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684
$12K ﹤0.01%
313
685
$12K ﹤0.01%
324
686
$12K ﹤0.01%
293
687
$12K ﹤0.01%
573
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688
$12K ﹤0.01%
261
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689
$12K ﹤0.01%
463
+56
690
$12K ﹤0.01%
599
+127
691
$11K ﹤0.01%
157
692
$11K ﹤0.01%
134
693
$11K ﹤0.01%
438
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694
$11K ﹤0.01%
862
+14
695
$11K ﹤0.01%
148
-38
696
$11K ﹤0.01%
128
-46
697
$11K ﹤0.01%
301
698
$11K ﹤0.01%
689
699
$11K ﹤0.01%
257
700
$11K ﹤0.01%
530
26 27
28
29 30