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
726
$11K ﹤0.01%
261
727
$10K ﹤0.01%
231
728
$10K ﹤0.01%
121
-11
729
$10K ﹤0.01%
567
+9
730
$10K ﹤0.01%
+1,895
731
$10K ﹤0.01%
266
732
$10K ﹤0.01%
146
733
$10K ﹤0.01%
146
734
$10K ﹤0.01%
211
735
$10K ﹤0.01%
386
736
$10K ﹤0.01%
234
+2
737
$10K ﹤0.01%
66
-14
738
$10K ﹤0.01%
232
739
$10K ﹤0.01%
446
740
$10K ﹤0.01%
198
+2
741
$10K ﹤0.01%
120
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742
$10K ﹤0.01%
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$10K ﹤0.01%
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744
$10K ﹤0.01%
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745
$10K ﹤0.01%
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746
$10K ﹤0.01%
51
747
$10K ﹤0.01%
263
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748
$10K ﹤0.01%
196
749
$10K ﹤0.01%
256
+78
750
$10K ﹤0.01%
70
28 29
30
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