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
701
$11K ﹤0.01%
108
702
$11K ﹤0.01%
411
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703
$11K ﹤0.01%
486
704
$11K ﹤0.01%
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$11K ﹤0.01%
537
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$11K ﹤0.01%
212
707
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145
708
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709
$11K ﹤0.01%
54
710
$11K ﹤0.01%
541
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711
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567
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712
$11K ﹤0.01%
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$11K ﹤0.01%
1,688
-2,258
716
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$11K ﹤0.01%
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721
$11K ﹤0.01%
103
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722
$11K ﹤0.01%
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723
$11K ﹤0.01%
3,410
724
$11K ﹤0.01%
1,659
+1,161
725
$11K ﹤0.01%
88
27 28
29
30 31