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
51
$782K 0.23%
14,158
-470
52
$767K 0.22%
16,018
+106
53
$743K 0.21%
2,256
+11
54
$743K 0.21%
11,140
+1,740
55
$737K 0.21%
26,189
-1,338
56
$736K 0.21%
12,348
-185
57
$734K 0.21%
14,573
58
$722K 0.21%
4,085
+561
59
$627K 0.18%
16,903
+1,633
60
$619K 0.18%
30,335
-105
61
$607K 0.17%
12,556
62
$603K 0.17%
2,767
+223
63
$600K 0.17%
9,803
+2,173
64
$528K 0.15%
4,776
+6
65
$504K 0.15%
9,378
+281
66
$487K 0.14%
1,661
+12
67
$486K 0.14%
2,853
+1
68
$486K 0.14%
+2,000
69
$477K 0.14%
4,420
+2,377
70
$472K 0.14%
+12,355
71
$463K 0.13%
3,397
+239
72
$458K 0.13%
35,783
+2,121
73
$457K 0.13%
6,060
-307
74
$455K 0.13%
10,145
+693
75
$453K 0.13%
7,580
+57
1 2
3
4 5